This request looks at an owner who makes a prepayment or has a credit on their account from a returned item or balance adjustment. If owner has positive balance and then an invoice is closed that is less than the balance you have to give a refund or leave the invoice unpaid until you accumulate enough invoices to exceed the balance.
I have many owners that just want to leave the balance on their account, but I want to close the invoices on the day the service was provided without having to give a refund on a card.
Provide a way to leave the refund amount as a balance or credit on the account.
I agree- it would be great to have a refund button and a credit account button to choose from! I currently do a refund and use payment type "credit on account" and then do a prepayment as "credit on account" for the same amount. This way invoices are closed and the client has a credit. Adding the option to credit account would be SO helpful in eliminating the confusion this causes with my co-workers.
I could try the option mentioned below, but again- room for error with co-workers!
Thanks
I did the action as you mentioned and it seems to work leaving the remaining amount of the credit and says 'partly paid'. While this solution works, it is not intuitive and requires paying close attention to make sure it is done correctly. thank you for your help.
Thank you for submitting this enhancement request! If the credit amount is greater than the invoice amount, and you want to leave the remaining credit on the account, enter 0 in the Amount box in the Give Refund modal. Then click Pay.