Allocate invoices against overpayments or credits
At present, the only way to allocate an overpayment or a credit note against an invoice is to open the overpayment or credit, and click on "allocate payment" which brings up a list of invoices. If there are a large number of small credits, this can be very time consuming. It would be helpful to add an "allocate overpayment or credit" option to the invoice payment drop down, so that you could open an invoice, and allocate the required credits or overpayments against it at once.
Heather Barclay
shared this idea
Hi Heather, if there is unallocated credit in your organisation for a contact, you'll be prompted if you'd like to allocate this next time you raise an invoice for them.
This prompt appears for an overpayment, prepayment or credit note - See detail in our help here, and I've attached an pic of what the prompt should look like in new invoicing 🙂
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Sandra Price
commented
Currently when supplier invoices/ credit notes are exported from Simpro into Xero the link between the allocation is broken, and the credits have to be reallocated in Xero.
This is also an issue when an overpayment allocation is made in Xero, when it is pushed back through to Simpro, it dosnt recognise the allocation and the Customer invoice is showing as outstanding in Simpro.