Balance In PDF invoice

[Blesta Addons]

Case 1

we have invoice with amount 20$ . client has make payment of 25$.

when client download invoice, the balance is always 0$, and normally it should show 5$ . is this intentional or this is a bug ?

Case 2

we have invoice with amount 25$ . client has make payment of 20$.

when client download invoice, the balance is always 5$

from what is see the balance only shown correct number if there are remaining amount to invoice.

 

logically, the balance should show the positive/negative amount from the all the transaction applied to this invoice

[Paul]

You can't apply more to an invoice than the invoice is for. The remaining amounts are issued as a credit, not applied to the invoice.

[Blesta Addons]

25 minutes ago, Paul said:

The remaining amounts are issued as a credit, not applied to the invoice.

not applying to invoice , i'm talking about printed invoice to client. the clients need to see if there are a credit left or solde left  after the payment applied to invoice.

the remaining amount to pay is shown in the invoice as balance (positive), and normally he should be negative because we own money to client . if client owe money to us then the balance should be shown with positive value . this is what we do in our accounting system in our country, not sure if this is the same as USA .

 

[Tyson]

So you want a place on the invoice to list the total credit on the account in the invoice's currency?

[Paul]

Settings > Billing/Payment > Invoice Customization: Display on Invoice [x] Payments/Credits

This will show any payments or credits applied to the invoice. If we are not showing total account credits, maybe that could be shown here?

[Tyson]

22 hours ago, Paul said:

Settings > Billing/Payment > Invoice Customization: Display on Invoice [x] Payments/Credits

This will show any payments or credits applied to the invoice. If we are not showing total account credits, maybe that could be shown here?

That shows transactions applied, but not any credits currently on the account. The invoice will change frequently if we show credits from the account on each invoice in the same currency.

[Blesta Addons]

On 4/30/2019 at 5:43 PM, Tyson said:

That shows transactions applied, but not any credits currently on the account. The invoice will change frequently if we show credits from the account on each invoice in the same currency. 

we have tried to show it in the invoice but as the credit is changing every time we have a new credit the invoice is changed, and then we have opted to save it in the invoice line, but we have a big problem also, when a invoice is generated the credit shown in the invoice is not  the same as after the invoice is paid . we should look for another logic to do this.

[Paul]

At the time an invoice is generated, I believe we save the previous balance on the account. It might make sense to store the previous balance, but as you indicate it would be the balance at the time the invoice was generated, not including the generated invoice since application of payments/credits would occur later.