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Automatically Apply Overpayments to New Invoices

If a client invoice is overpaid, the credit should be automatically applied to new invoices to that client.
  • Kjetil P
  • 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
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  • Chris commented
    January 10, 2017 09:15

    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.