Credit Balances are not clear
Marj
Member Posts: 7
Today a customer called to say that she is getting overdue notices yet she paid the statement balance. When I looked at her account, she had paid the statement balance, and it was applied to ONE invoice instead of 2 invoices. That gave her a credit balance on one invoice and an overdue balance on the other. When the customer pays a statement balance through Wave, they should be able to apply it to more than one invoice.
Changes you should consider making:
- When a customer makes a payment, the check or credit card should be able to be applied to more than one invoice.
- The accounts receivable report should show credit balances for every customer that has one.
- Customers should not receive an automatic overdue notice for credit balances.
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