Handling of partial payments and subsequent invoices (one client)
Kiki
via web
I thoroughly enjoy working with On The Job and don't even have any issues with the PAID stamp. :)
However, I do have a request:
I have a client who gets a monthly invoice from me. He usually pays it all at once and some months he pays in two or three installments. Now I see that I can enter the amount he has already paid at the bottom, complete with the date when he paid. But when I send him the following month's invoice, the software automagically slaps the whole amount of the previous month's invoice onto the new bill, not taking into account the sum he has already paid. E.g. May - 2,500$, the client pays me 1,200$, and 1,300$ are open. Then in June I bill him for 2,000$ and would like to have the open 1,300$ listed on the new invoice, for a new total of 3,300$. But the new invoice says 4,500$.
Can you look into this issue, please?
Support Staff 2 Posted by Dan Messing on 12 Oct, 2010 10:33 PM
Hi Kiki,
You are correct, the paid amounts are currently only for your own tracking and do not show up on invoices. This is something we plan to include in a future release.
For now, you can use a workaround by adding a Fixed Cost item to the job with a negative value of the amount paid. This will cause that amount to be subtracted from the invoice total.
Dan Messing
Stunt Software
http://stuntsoftware.com/
3 Posted by Kiki on 13 Oct, 2010 07:33 AM
Thank you for your quick reply, Dan. I'll try the suggested workaround.
4 Posted by Jules on 12 Mar, 2011 08:51 PM
I tried your work-around, but unfortunately it doesn't add up the tax properly, then. It takes the client's payment off before taxes. Example: I charged a client $2000 + 5% tax which is a total of $2100, and because I did a negative payment of $500 deposit, the total balance is showing $1575 instead of $1600. Works perfect if you don't have to charge tax. Any idea of when this feature will be added? Trying to get rid of Quickbooks!
5 Posted by Jules on 12 Mar, 2011 09:21 PM
I have discovered a workaround for the workaround! You just have to have taxable turned OFF on the payment.
6 Posted by jah on 11 Jul, 2011 04:41 PM
Dan—
Thanks for the workaround info. I was having the same issue with partial payments.
Keep in mind that you have to get rid of the $, or OTJ will otherwise put in a positive dollar amount.
If only the world worked the same way.
7 Posted by JeffC on 04 Feb, 2012 08:48 PM
This is something that keeps biting me as well. So another vote for the ability show partial payments on invoices.
8 Posted by Steven Cohen on 09 Feb, 2012 06:34 PM
I used that tip to enter a negative value for a payment and it worked fine, printing a clear line item for partial payment, as I labelled it on the entry.