Statements - Ability to include Credit note when making payment
New Statements with a pay now option are excellent. I feel it would be helpful for the customer to be able to select a credit note to pay to avoid overpayments.
Ie: customer has $400 in credit from December and a January invoice for $200 - on the January statement the customer is still allowed to select to pay the $200 invoice and not take up the credit note.
Marney McDonald
shared this idea
Great to hear you like the pay now option on statements, Marney. Can see how it would be useful to be able to include and apply Credit Notes when making payment. We'll start to get a sense of the interest in this from others on your idea and I'll share if there are any updates for you on this.
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Scott Simenauer
commented
We also love the Review and Pay button on statements.
Our problem is:
Even if credit notes aren't applied to the invoice, the balance on the statement is correct. However, when they click on the Review and Pay, suddenly the amount they have to pay doesn't include the credit notes and will result in an overpayment. Therefore the system forces us to have to apply credit notes manually to specific invoices.Can there be a setting for "auto-apply credit notes to future invoices" OR change the logic for the Review and Pay to include the credit notes?