Automatically apply credit amount to the client's next invoice
When I add a credit note to a customer's account, I have to apply it after their next recurring invoice has been generated. This means they get an invoice showing that they owe money, then after I manually apply the credit, they get a note showing the account as paid.
Can we automatically apply a credit note to any subsequent invoices, so they are only invoiced for the balance due? It seems a bit tedious to have to go back and manually apply the credit note. Another option is allowing the customer to apply the credit. It doesn't seem that they have the option to apply the credit,
Anonymous
shared this idea
Dear customers,
We are happy to inform that in Zoho Invoice, you can now automatically apply the unused credits (which includes both credit notes and excess payments) for upcoming recurring invoices.
You can enable this option by switching to Settings > Preferences > Recurring Invoices. Here’s our help guide for reference:
https://www.zoho.com/invoice/help/recurring-invoice/recurring-invoice-preferences.html
(Look for ‘Auto-apply excess payments and credit notes’)
You can give this a spin and let us know your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma
-
Luke
commented
Right now I have to go to the recurring invoice, click create invoice, then apply the credit, then edit the start date to after the invoice I just created.
-
Luke
commented
Yes, I would also like it to automatically apply credit note to next recurring invoice if set to create and charge. I would also like the system to send the credit note at the same time as the invoice after it has been applied to show the customer.
-
first stop
commented
Also, if the whole idea of saving time is at the heart of Zoho, this would simply be a natural progression!
-
first stop
commented
This is very much needed. Our previous provider had this feature, although the package was more expensive than Zoho Invoice. Just seems sensible that this feature should be added.
-
Mark Lowell Farrar
commented
Can we get an option to automatically apply unused credits? Credits occur in our business very infrequently and with the current approach they are sometimes overlooked and it causes frustration with customers. Also or as second best option, is there a report to list all unused credits?
-
Mark Lowell Farrar
commented
I have a similar issue. I'd like an option to apply unused credits automatically. Right now, the receivables report has us thinking a customer owes us money when in fact they have an unused credit. We don't have this situation very often, so it is hard to ensure that someone picks up on the fact that an unused credit could be applied.
-
Nigel Crump
commented
Seems strange that the system does not take into account a client with a credit balance when generating a recurring invoice.
We get a lot of frustrated client calls saying they have an invoice for the full amount when there account is €X in credit.
Our old system used to automatically apply any account credit to an invoice when it was generated, saved a lot a bad feelings and phone calls.
I appreciate in some circumstances this would not be helpful, but an option to have credit automatically applied to recurring invoices would be great and save use a load of time.
-
Anonymous
commented
I would like to have automatic credit apply to invoice when available
-
Anonymous
commented
I have a similar issue where credits have to be applied to individual invoices. My customers pay me lump sum on one check and just subtracts the credit note amount. It would be awesome if in the record payment area there could be an option to apply credits to this lump sum payment. Currently I get around it by just adding back what they removed and then voiding my credit note afterwards.