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Apply OS Credit to Recurring Fees(in bulk)

Jessica Odefey

October 04, 2021 14:44

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Ability to apply outstanding credits when bulk confirming recurring fees, this is available when bulk confirming manual bills.

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3 comments

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  Jessica Odefey December 01, 2021 17:55

  To add on this - currently each month when we process 500+ recurring invoices, a lot of our clients pay ahead and want this reflected on the invoice. After the invoice is confirmed, we review the 'unallocated receipts', then have to go into AR transactions for each client listed, allocate the payment to the invoice, print the invoice, reset invoice and re-generate prior to bulk printing to paper/emailing. This is definitely not the most efficient way to complete this and causes extra work throughout the team each month.

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  Michelle Harris April 12, 2022 12:28

  What happens if there are multiple OS credits - should the oldest credit be applied first up to the bill value?

  What happens if there are multiple recurring bills for the same client with OS credits?

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  Jessica Odefey May 16, 2022 20:21

  Michelle-

  1. Yes, oldest credit applied first up to the bill value. After the oldest credit is used go to the next OS credit if there is still an amount due.

  2. Apply the oldest credit to the invoice, maybe have an option to review instances like these individually?

  Thanks,

  Jess