Invoices/Payments Reflecting Overpayment
Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.
Rebeca Munton
shared this idea
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Anonymous
commented
If a customer has overpaid their invoice, JN should have a field on this screen that reflects that credit balance, so that we know that customer should be refunded when we run an AR report or when we are viewing the payment/invoice screen.
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Nicollé Ruth commented
Typically an insurance provider will pay a little more Because they add in different percentages of overhead and profit, the more jobs you do during an installation the higher the overhead and profit an insurance provider pays. That money goes to the company, not the customer.
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Welch commented
Under the financials tab, show any overpayments on accounts. We often have contacts paying through the QuickBooks link by ACH from their insurance and, for example, if the bill is $20,000 and the insurance pays $21,000, then there is a $1,000 overpayment. We need to be able to see anyone who has overpaid so we can get them that money back.