Allow advance payments for customers with outstanding invoices

4 votes

Sometimes customers send advance payments when they already have open invoices, and the Invoiced user interface doesn't allow you to create an advance payment and convert to credit balance in this scenario. The workaround is to create them via spreadsheet import, but unfortunately this doesn't trigger the webhook event required for many custom API integrations. It would be useful if this scenario was allowed in the user interface.

Done Suggested by: Les Paul Lopez (21 Dec, '22) • Upvoted: 21 Dec, '22 • Comments: 1

Comments: 1

17 May, '23
Jared King Admin
It is now possible to add an overpayment line item on the Receive Payment screen even if the customer has open items.