New recurring invoices to automatically use pre-payment

Feature Request
1

Hello everyone,

Sorry to bother you.

We have a pre-payment for a customer which we have added to their account. A new, recurring invoice will be generated shortly. When it is, we have to go into the invoice and apply the pre-payment to pay off the invoice.

Is it possible for new invoices to automatically be paid off if a customer has credit (pre-payment) in their account?

Many thanks

James

2

Hi @favdes

There isn’t a way to automate this I’m afraid, so the prepayment would need to be applied manually.

3

Hey,

Thank you for getting back to me.

No problem, I’ll set a reminder to mark it off. Is this something in development? I only ask as we seemed to have had a few customers make duplicate payments recently and it would be useful if these can be added as pre-payments and then used to automatically pay off invoices.

Thanks again

James

4

Hi James,

It’s not something that’s planned at the moment, although we’re always open to suggestions. We can move this across to the #feature category if you like?

5

Hi Matthew,

I think it would be useful so maybe worth a try and see if anyone else feels the same?

It just seems silly (because we use lots of recurring invoices) that the system is chasing for payment even though a customer is in credit.

Thanks again for getting back to me - always impressed with the speedy responses.

Kind regard

James

1 Like
6

This is an occasional issue for us too.

We would be content with a flag on the Dashboard to tell us to go and check.

7

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