Help us improve

Automatically Apply Overpayments to New Invoices

If a client invoice is overpaid, the credit should be automatically applied to new invoices to that client.
  • Guest
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin response

    Hi Kjetil, Thanks for your suggestion. Any over payment will sit on a customers account but will not automatically be applied at the moment. We could put in the option to do this, but it remains to be seen whether this would be a preferable option for our users moving forwards. Some feedback on this would be great as to whether you would like KashFlow to have that control over applying payments automatically or would prefer to do this manually using bank feeds for example? KashFlow Product Team
  • Attach files
  • Guest commented
    16 Mar, 2018 02:32pm

    At the moment its broken, if you apply an advanced payment as a credit to an invoice for a suppler it takes whats needed to clear that invoice and put s the remainder in advance payments, ready to apply to the next invoice, if you do the same task on a customer it just applies the whole advance payment to the invoice and marks it as an overpaid invoice and you are left with no advance payments to allocate out - BROKEN!

  • Guest commented
    23 Nov, 2017 06:00pm

    Agree this would be a useful function. We offer discounts for payment in advance, so we often have overpayments on accounts and we usually generate repeat invoices for these regular customers. At the moment we have to apply the overpayment credit manually, which takes away from the automated functionality. On repeat invoices, we can tick a box to email the invoice to clients. However, if they have an overpayment, we would like to apply the credit before they are emailed so that the invoice is a true reflection of their current balance. Otherwise, we also have to email manually as we have to apply the overpayment first. Because there isn't the option to both, we can't do either, so the savings from automating invoice generation breaks down. 

  • Guest commented
    10 Jan, 2017 09:15am

    I think there should be a warning that the invoice is being overpaid with the option to use the payment to pay off another invoice.

  • +23