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Additional Bill Run Processing Rule - Automatically transfer negative invoice amount to credit balance


I have a client that would like to be able to add another processing rule to the Bill Run batch. That is, the ability to automatically transfer a negative invoice amount to the credit balance of the account.




Community Manager
Status changed to: More Feedback Needed



Agree that this would be a great feature. As we utilise a recurring daily bill and payment run this would reduce a significant amount of time manually updating negative balances to a credit balance.

Community Manager
Status changed to: Under Consideration

As a suggestion maybe it would be better to have an option to include negative value invoices in payment batches where the account total is positive overal.


As an example


Invoice 1        50 USD

Invoice 2        -150 USD



Account Balance -100 USD therefore no items can be selected on payment batch


Invoice 3 generated 200 USD


New balance 100 USD therefore all items now show on payment batch



This would be similar to how other systems I have used worked.


This would prevent accidentally collecting too much money on a payment runs and leaving our customers with accidental negative balances.