Name of Feature/Request: Show existing Open Credits on Invoice when nightly process is run
What financial, time savings, or quality of life improvements will occur from this: Frequency: Quarterly - Dozens of invoices get sent out this way | DWC sends out Invoices quarterly that are batched and processed during the night. If a client has an existing credit on their account, they are not notified until AFTER the invoice is received. In some cases, the client is paying this Invoice immediately before credits are being applied.
Attempted Solutions So Far: Have clients use the Portal where they will be able to see open credits
you cannot apply a credit to a paid invoice
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Invoices are being sent out and credits get applied after the fact
StrivenID: 5157990