New invoicing | Send - show amount owed rather than invoice total
When emailing a sales invoice which has a credit note applied, the basic email template text should quote the amount owed MINUS the amount of the credit note. The email is incorrect with regard to the amount owed, and customers often erroneously overpay.
Jenny Lux
shared this idea
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Gira Mehta
commented
Customer makes overpayments sometime and posting in bank the transaction of overpayment is appearing on sales overview as Invoice line which is confusing. The overpayments or payment on account received from customer must link to their account only.
As this transaction are not actual invoice nor a credit note. Kindly improve the sales overview -invoices which should be only for sales invoices and credit notes.
But make sure it's linking the respective customer account only AS Overpayments or payment on account. -
Michelle Stephens Byrne
commented
When a customer overpays an invoice the receipt does not show the full amount received, only the amount allocated to the Invoice. Can you please allow full amount paid to be on the receipt!