Can you add the feature that would allow us to use funds held on a clients account as part or full payments on recurring invoices or at the time of generating invoice.
Scenario
We credit a client for an invoice and don’t have their bank details to return funds. We hold the balance on the account. Currently this is easily forgotten about and can lead to client complaints. They ask can we use the balance on the next Invoice.
To do this on a recurring invoice we have to currently pause the direct debit wait for the next recurring invoice to be generated. Allocate funds then manually claim the balance. Its time consuming and too labour intensive.
When creating a invoice it would be useful at that point to advise that there are funds on the account and prompt if these should be used to credit the account before sending.