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Credits not applying to future invoices....

Bug Reports

When this feature was added recently, it worked wonderfully (and automatically). Now as I am doing invoices for next week, I have a client with a $15 credit that doesn’t want to apply to next week’s invoice…. and I can’t figure out why. Help?

Posted by Audrey Finkel ·
2 comments

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Comments2

  • Lucas Steflor

    Team•

    Sep 4

    Hey @Audrey Finkel , I’ll dig into this a little more. A credit on an invoice is treated internally as a payment, so it can’t be applied while the invoice is in a “Draft” state. But I see why you would want to review the invoice with the credit before sending it, and some tweaking could probably help. One thing I can already think of is that the manual “Move to Unpaid (Publish)” option doesn’t include auto-applying credit like “Request Payment” options do, which should be fixed.

  • Audrey Finkel

    •

    Sep 4

    just now I figured out a workaround….if I publish the invoice before sending it, it shows the credit choice. But it didn’t make me do that before? I don’t want to publish and send without making sure the credit is reflected in the draft first, which is what it used to do…..