Hi.

I sent a 240.00 invoice and was paid 500.00. Billing does indicate that the client has a 260 credit. But when I create a new invoice for 800. the credit is not being applied.

How am I messing this up?

Tim

Hi Tim

You are not messing this up at all, actually. Billings does not mix invoicing with statements, so it doesn't reflect credits unless they are part of a retainer, and you choose to apply that retainer when you generate the invoice.

This is something that we have to look at addressing. We've generally abided by accounting principles that recommend -not- mixing invoices and statements, but showing only new charges on invoices.

The best workaround is to delete the payment that you received, and re-enter the payment amount so that it matches the earlier invoice. Then add the remainder to the project retainer. Then you can regenerate the newest invoice, and choose to apply that amount from the retainer.

HTH