Carry forward a credit balance on invoice?
Jason_wine
Member Posts: 2
Customer has been overpaying invoices. Wave correctly generates a statement of account, but only when you continue invoicing customer for the amount that doesn't consider the credit they have. Applying a line item credit messes up the statement of account. Does Wave allow you to apply a credit balance to an invoice so they can pay the correct (reduced) amount on a subsequent invoice?
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Comments
Hey @Jason_wine , I'm afraid when adding a credit, it only applies to that specific invoice and it doesn't carry over as a credit note would. We do have a Help Center article on accounting for overpayments and we suggest using it for the best steps on how to do so.