How To Apply Credit To Invoices Manually ?

[kikloo]

Hi,

 

I recorded a payment for a client and later a invoice was created manually. I clicked the Pay button but it asked me to create payment account. How can I apply the payment I added earlier to the invoice created ?

 

Thanks.

[Michael]

It will automatically apply credit with the cron automatically until 3.3.

[Paul]

Yep, there is a setting to automatically apply loose credits to unpaid invoices. It works by applying credits first to the oldest invoices. It can be disabled, but as of 3.2, there is no way to manually apply credits. In 3.3, clients can use credits to pay for services manually.

[kikloo]

Seems everything is coming in 3.3...when that is coming ???

[Paul]

Seems everything is coming in 3.3...when that is coming ???

 

3.3 actually should be a smaller release than 3.2, but it does have some highly requested features. We hope to release a beta next month, but there's no official ETA.

[kikloo]

Without this its not working for me. A client has 4 invoices open. He has made a payment for 2 only in a single offline payment (By cash). I added that into blesta, how do I apply the credit to the selected invoice only ?? Seems blesta is good but very immature. Holds me back from doing work properly

[domaingood]

Use payment cash via Invoice system

[kikloo]

Hi,

 

I don't get any cash option, only ACH and Credit Card is there.

 

Thanks.

[Paul]

Hi,

 

I don't get any cash option, only ACH and Credit Card is there.

 

Thanks.

 

I think he means to record a payment using "In House Credit". Applying account credits to invoices manually is done and working in 3.3, our next release.

[kikloo]

I think he means to record a payment using "In House Credit". Applying account credits to invoices manually is done and working in 3.3, our next release.

 

 

But when 3.3 is coming ? What do i do till then ?

[Paul]

We hope to have 3.3 out soon. What I suggest doing is voiding the transaction (In Blesta only, do not check the use gateway checkbox if payment was made through a gateway) and then re-recording it. If you go to "Record Payment" under Actions, you can add the payment back in manually and apply exactly how much of that payment to which invoices you want. Just enter the same transaction amount, and transaction number