[Citrusdb-users] Overpayments

[Rich Cloutier]

Hi,

If you make an overpayment, it does show the amount left over.

Do you have to apply the leftover amount right then to another invoice?
If you close the payment window, then generate another invoice, the
program does not automatically apply the leftover amount to the new
invoice. And if you enter a new payment, the payment screen "forgets"
about the leftover payment amount.

I think the billing screen should include a field for customer balance,
which should be computed and updated when each payment or invoice is
entered. No additional monies should go towards payment of an invoice
over and above what the invoice total is. Any leftovers should go in the
credit balance field. If there is a credit balance, then entering a new
invoice should apply the credit balance first.

If you think this is a good idea, and would like help developing this, I
would be happy to contribute.

Rich C.

[Paul Yasi]

Currently, the left over payment does not get applied automatically to
the account. One would have to manually enter it as a credit or apply
it to a different invoice. If one was paying an invoice, and had an
amount left over, rather than automatically apply the credit or put it
towards a different invoice, i thought it best for the user to do
something with it, since they are more aware of what the right thing
for that customer would be. Maybe it should give a few choices:

Apply to the most recent unpaid invoice
Apply to the oldest unpaid invoice
Apply to the oldest unpaid services
Apply as a credit to the account
Maybe you entered an extra zero by accident, and they really didn't
pay you nine thousand dollars.

Paul

Post by Rich Cloutier
Hi,
If you make an overpayment, it does show the amount left over.
Do you have to apply the leftover amount right then to another invoice?
If you close the payment window, then generate another invoice, the
program does not automatically apply the leftover amount to the new
invoice. And if you enter a new payment, the payment screen "forgets"
about the leftover payment amount.
I think the billing screen should include a field for customer balance,
which should be computed and updated when each payment or invoice is
entered. No additional monies should go towards payment of an invoice
over and above what the invoice total is. Any leftovers should go in the
credit balance field. If there is a credit balance, then entering a new
invoice should apply the credit balance first.
If you think this is a good idea, and would like help developing this, I
would be happy to contribute.
Rich C.
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[Rich Cloutier]

Currently any overpayment goes toward any unpaid invoices, oldest first.

So your first two options are already decided, unless I'm missing something.

I'm not sure I understand the third choice; apply payments to services
that are past due but not yet invoiced?

The option storing an account balance allows several actions to be taken
subsequently:

1. Hold the credit to be applied to invoices that have not yet been
generated
2. Decide at a later time what unpaid invoices to apply it to
3. Issue a refund

It also permits a quick assessment of the customer's account, for the
purpose of deciding whether to extend further credit, or to ask for payment.

Right now what I do is never enter a payment for more than what I have
outstanding in invoices, because the balance of the payment is not
maintained.

Rich C.

1. Re: Overpayments (Paul Yasi)
----------------------------------------------------------------------
Message: 1
Date: Mon, 23 Jun 2008 23:15:19 -0400
Subject: Re: [Citrusdb-users] Overpayments
To: "For users of CitrusDB discussion"
Content-Type: text/plain; charset=ISO-8859-1
Currently, the left over payment does not get applied automatically to
the account. One would have to manually enter it as a credit or apply
it to a different invoice. If one was paying an invoice, and had an
amount left over, rather than automatically apply the credit or put it
towards a different invoice, i thought it best for the user to do
something with it, since they are more aware of what the right thing
Apply to the most recent unpaid invoice
Apply to the oldest unpaid invoice
Apply to the oldest unpaid services
Apply as a credit to the account
Maybe you entered an extra zero by accident, and they really didn't
pay you nine thousand dollars.
Paul

Post by Rich Cloutier
Hi,
If you make an overpayment, it does show the amount left over.
Do you have to apply the leftover amount right then to another invoice?
If you close the payment window, then generate another invoice, the
program does not automatically apply the leftover amount to the new
invoice. And if you enter a new payment, the payment screen "forgets"
about the leftover payment amount.
I think the billing screen should include a field for customer balance,
which should be computed and updated when each payment or invoice is
entered. No additional monies should go towards payment of an invoice
over and above what the invoice total is. Any leftovers should go in the
credit balance field. If there is a credit balance, then entering a new
invoice should apply the credit balance first.
If you think this is a good idea, and would like help developing this, I
would be happy to contribute.
Rich C.
-------------------------------------------------------------------------
Check out the new SourceForge.net Marketplace.
It's the best place to buy or sell services for
just about anything Open Source.
http://sourceforge.net/services/buy/index.php
_______________________________________________
Citrusdb-users mailing list
https://lists.sourceforge.net/lists/listinfo/citrusdb-users