Ability to edit partially paid invoices
in progress
Lauren Taylor
At this time once an invoice has any applied payments it is not possible to make edits to that invoice. This can sometimes cause challenges if a business takes a deposit on a booking, then needs to make changes to that booking. This is particularly common for boarding bookings (which may be shortened, extended, etc. after registration and deposit payment). It can also come up for other services where the client has paid a deposit and the team wishes to apply a discount to the invoice (i.e. if the client is due an emergency service worker discount that was not applied in self-booking).
This request is to be able to handle booking deposits in a way that allows users to make edits to the booking invoice even with a paid deposit.
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Mindy Dang
I was also having issues with a client being unable to pay the remaining invoice from the client portal after a partial payment was applied. It seems backwards that the staff have to send another email to have the remaining due. Is there a way for that to be included if there is money outstanding on the account that they can pay that amount without it being directly tied to an invoice. that way if they have partial payments or multiple boarding reservations they can pay the one full amount?
Kerry Falk
updated the status to
in progress
Brenda Flowers
Yes! I need this function as a lot of my clients make changes after they pay their deposit or once there pets are here and the invoice is paid, thus making us have to create a new one.
Kerry Falk
updated the status to
planned
Lauren Taylor
updated the status to
under review