A client does recurring billing using Archive batches, and for their COD customers they fill in a check number (they always use a "1") in the Payments tab. When they restore the archived invoices, they tick off "Include payment" and "Assign check number" and the check number gets converted to a unique number. All good.

They commonly add a one-time detail to the invoice. Right now, they have to remember to visit the Payments tab and manually change the Payment field to match the revised invoice total - the payment amount doesn't automatically update when the invoice total changes. Naturally, they sometimes forget, which is a problem.

Is there a way to automate the updating of the payment amount on an invoice when the total changes?

Steve

Hi Steve:

I think the answer to your question is "No" and I can confirm that I have the same situation. There's a warning when they close the invoice but it confuses some users. I explain to them that not everyone pays the full amount of the invoice everytime so it can't be automatic.

Hi Bruce

I should have said that what I want is an OPTION to allow the automatic updating of the payment amount, since I realize there are going to be situations where a partial pay is desired. Or at the very least something stronger than a warning, where it actually makes you visit the field if you try to close the invoice.

Or maybe the system can be smart enough to know based on the terms code whether to update the field.

Steve

Hi Steve:

I typed a line in my earlier reply suggesting an optional setting but I remembered R&D's concerns about YACPO (Yet-Another-Company-Profile-Option) so I removed it. But now that you are the first to suggest it, what a great idea!

Doing something with the Terms Code would make some sense.