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 > From: "Paul Yasi" <[EMAIL PROTECTED]> > Subject: Re: [Citrusdb-users] Overpayments > To: "For users of CitrusDB discussion" > <citrusdb-users@lists.sourceforge.net> > Message-ID: > <[EMAIL PROTECTED]> > 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 > 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 > > On Sun, Jun 22, 2008 at 6:27 PM, Rich Cloutier <[EMAIL PROTECTED]> wrote: > >> 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 >> Citrusdb-users@lists.sourceforge.net >> https://lists.sourceforge.net/lists/listinfo/citrusdb-users >> >> > > > > ------------------------------------------------------------------------- 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 Citrusdb-users@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/citrusdb-users
