I understand that if a customer is paying for multiple accounts with one payment, you would split up the payment to multiple accounts. That is quite logical. It also makes sense to automatically insert a credit to the account if someone overpays. What would I have to do to make this a reality?
-----Original Message----- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Paul Yasi Sent: Sunday, July 01, 2007 5:28 PM To: For users of CitrusDB discussion Subject: Re: [Citrusdb-users] Early Payment There actually is no field that holds the current account balance in citrusdb, it just looks at payments made and invoices owed and figures it out on the fly. I could have it automatically insert a credit to the account, however my billing people told me not to do it that way since our large customers often pay multiple sites with one payment, so they have to put the payment on multiple records, instead of just crediting one record. One could modify the code so that if there was an amount paid that was more than the amount owed to INSERT a new user_service record that has a type of credit with that amount. Paul On 7/1/07, Jack Martin <[EMAIL PROTECTED]> wrote: > > How hard would it be to let the customer have a negative balance? > That seems to make more sense to me. Why all of the extra steps if > somebody overpays? > > -----Original Message----- > From: [EMAIL PROTECTED] > [mailto:[EMAIL PROTECTED] On Behalf Of > Paul Yasi > Sent: Sunday, July 01, 2007 3:42 PM > To: For users of CitrusDB discussion > Subject: Re: [Citrusdb-users] Early Payment > > When you put in the over payment it showed you the amount over paid as > an amount left over at the top of the payment screen. Since it has > no bill to apply that payment to, you must add it as a credit to the > account, or apply it to a different account if the customer is paying > for multiple accounts with one payment. The same with the payment > before an invoice is sent, you can add a credit to their account. > When an invoice is generated for that account it will deduct the > credit from the amount owed. Or you could generate the invoice for > that one account and then enter the payment immediately. > > Paul > > On 6/30/07, Jack Martin <[EMAIL PROTECTED]> wrote: > > > > > > > > > > > > I have two questions - I have a customer that overpaid his invoice. > > I put the check amount in, yet when I go look at their record, on > > the payments tab, it shows the amount that was paid that was due - > > not the > overpayment. > > Why is that? I also have a customer that paid me before the invoice > > is even sent - when I try to add a payment on their account - it > > shows > query failed? > > Is it not possible to post early payments? > > > > Jack D. Martin, Jr. > > > > Wireless Internet Service Providers LLC [EMAIL PROTECTED] > > P.O. Box 278 Oilton, OK 74052 > > (918) 862-1065 > > (918) 605-9552 cellular > > > > When you make a mistake, there are only three things you should ever > > do about it: 1. Admit it. 2. Learn from it, and 3. Don't repeat it. > > - Paul "Bear" Bryant > > > > -------------------------------------------------------------------- > > -- > > --- This SF.net email is sponsored by DB2 Express Download DB2 > > Express C - the FREE version of DB2 express and take control of your > > XML. No limits. Just data. Click to get it now. > > http://sourceforge.net/powerbar/db2/ > > _______________________________________________ > > Citrusdb-users mailing list > > Citrusdb-users@lists.sourceforge.net > > https://lists.sourceforge.net/lists/listinfo/citrusdb-users > > > > > > > -- > The CitrusDB Project | http://www.citrusdb.org Open Source Customer > Care & Billing System > > ---------------------------------------------------------------------- > --- This SF.net email is sponsored by DB2 Express Download DB2 Express > C - the FREE version of DB2 express and take control of your XML. No > limits. Just data. Click to get it now. > http://sourceforge.net/powerbar/db2/ > _______________________________________________ > Citrusdb-users mailing list > Citrusdb-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/citrusdb-users > > > ---------------------------------------------------------------------- > --- This SF.net email is sponsored by DB2 Express Download DB2 Express > C - the FREE version of DB2 express and take control of your XML. No > limits. Just data. 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