Name of Feature/Request: Alert Notification When Creating or Viewing Invoice When Open Credit Is Available To Apply Prior To Payment
What financial, time savings, or quality of life improvements will occur from this: I would like there to be something to indicate if the customer already has an open balance that can be applied. | Frequency: Every time an invoice is created to apply payment | Would you like to apply this balance before accepting additional payments?" Something to prevent customers from being double charged when they have an open balance on their account.
Attempted Solutions So Far: Check Actions button for Apply Credits
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I would really like to see an improvement on invoices. If I create or open an invoice for a customer I would like there to be something to indicate if the customer already has an open balance that can be applied. Maybe a button at the top where it says “receive payment” add one to “apply open balance” or even just a red warning that opens when I try to accept a payment. “This account has an open balance! Would you like to apply this balance before accepting additional payments?” Something to prevent customers from being double charged when they have an open balance on their account. | Previously accomplished: Not able to readily see while creating customer invoice if a credit is open to be applied
StrivenID: 4675090