When I am entering a payment, if the customer underpays and I want to write that off, I assumed I would add this in the write off section of the payment entry. However I’m noticing that the invoice remains open with an overdue balance of the under payment. I want the invoice to close as fully paid. Am I missing a step somewhere or doing this incorrectly?
1 Like
Hi fiveoaks,
I was having similar issues with invoices not being tagged as paid.
I managed to solve it by using Payment Reconciliation. You can create a payment entry for the supplier / customer and then map it to the invoice with this tool. Also, sometimes in the process of cancelling and amending invoices, payments get unhooked. You can re map them to the new invoices through this method as it shows a list of all invoices and payments related to the party.
It worked great. In your installation it would be /app/payment-reconciliation/Payment Reconciliation
Here is the documentation: Payment Reconciliation if you want to check it out.
Saludos!