Feature requested
New page showing a customer’s invoice and payment allocation view with running balance
Typical use case
- checking how payments have been allocated to invoices for a customer - useful for spotting payments allocated to the wrong invoice, understanding part-payments or multiple allocations.
- seeing how their balance changes over time - useful for confirming the customer’s debtor/creditor position at a specific date, such as year end.
- this then avoids having to manuyally do this across multiple screens (eg: invoice, bank ledger, etc).
How I would expect it to work
- a single page, where you can select a customer, and a date range.
- the page shows invoice and payment history, and how payments are allocated to invoices.
- complex enough to show payments split across several invoices, or several payments against one invoice - a variety of tools could be used to make this visually accessible (payment/invoice references, colours, icons, etc).
- resulting running balance, including a view of credit/debit at key dates (eg: year end).
Example UI
