Automate option to apply credit balance to invoices upon invoice creation
Apply credit balance to invoice without having to go through a payment run. Too many transactions to apply credits manually. We send orders from Salesforce and would like the option for customer account credit balance to apply to invoices upon invoice creation.
Customer sends us a check in advance of purchasing specific products. We apply that credit amount to the customer account so there is now a customer credit balance. When those products are ultimately purchased, the credit balance on that customer account should apply toward the invoices created and in a timely way so that the customer doesn't receive two invoices: 1 before credit balance applied and the other after credit balance applied. We autogenerate invoice related emails to customers upon invoice posting. They should only see one invoice with the credit balance amount applied.
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