Method Community

Forgive me if I'm missing something or operating the web app incorrectly! :)

Scenario: Customer makes 100.00 pymt but only has an invoice for 75.00 and other invoices for over 100.00.

Activity #1: If I select auto-apply payments and the 75.00 invoice, I can save the payment.

Question #1: With activity #1, where does the additional 25.00 go?I would assume it would apply to other invoices or go to the unused payment section at the bottom of page but it doesn't.

Activity #2: If I de-select auto-apply payments and select the 75.00 invoice, I cannot save payment (warning at top of screen appears).

Question # 2: I would assume the add'l 25.00 would show in "unused payment" down below and I would be able to save, this is not the case.

Thanks for your help!!

 Hey,

First lets think about the payment. Either we are paying a specific invoice or just putting money on our account to pay down current balances. So if you had a $100 and you wanted to put it on your account. You would enter it as "Auto Apply Payments" and the $100 would go on the account. If you only had a balance of $75, when you refresh the screen you will see a unused credit for $25.

If you wanted to pay a specific invoice, You would make the check out for the amount of the invoice and use the "Pay Selected Invoices" button. This will apply your payment to that invoice only. The reason your getting a message on the screen when using "Pay Selected Invoices" is because the total of your payment is not equal to the invoice your applying the payment to. You can apply 1 payment to multiple invoices but the total of the payment must equal the total of all the selected invoices combined.

I hope this sheds some light on the Receive Payment screen for you.

Ryan,

Thanks for letting me know how it functions. The scenario I need to solve for is my client has customers who pay specific invoices and on occassion, they over pay. So they might pay 10,000.00 to cover 5-10 invoices. On one of those invoices they may have transposed the numbers and may end up with a 9.00 overpayment.
My client needs to be able to pay specific invoices and then have a credit balance of 9.00 sit on the account.
The other side is true also. There may be one invoice that is under paid by 9.00. Can we have the balance left at 9.00 when we choose not to auto apply?

Thanks much for your help!!

Hey Phillip,

The answer to the question is yes, this can be done. However, the original design of the screen was not planned to be used like that. If you customize the screen you could have it work the way your client would like.

As a tip to get you in the right direction. You would need to start by removing the action that displays the stop message.

Ryan,

Thanks for your help on this! I'm still a little bit at a loss here. I've removed the actions that display the stop message in three places: 1) the pay selected invoices 2) save button 3) save/new button

I'm still getting the message when I hit the save or save/new button.

I see the unused payment section that you have built in but nothing is calculating in that section. It looks like it's stopping still at the save or save/new buttons even though I've removed the action.

The warning message I get is as follows:

"The Payment is not ready to be sent to QuickBooks. The payment totals in the selected transactions do not match the payment amount. Click here to remove this message."

Thanks for any help!!

Okay, here's where I'm at now.

The save button pulls from the receive pymts table / unused pymts field. There is nothing in that field for it to pull into the screen.

So it throws the error.

For some reason, when there is an overpayment (receive payment amount > invoice applied amount or invoice amount??) the overpymt is not being updated into the receive pymts table/unused pymts field.

Any ideas?

Thanks!!

Hey Phillip,

I am looking into this for you and I will post something as soon as I can.
Check back Monday afternoon I should have something then.

Will do! Thanks for the update!!

Ryan,

How are we coming on this?

Thanks!!

Hey Phillip,

I have looked into this and I think it may be item specific. Do you have this problem with all items? if not, can you let me know what the item is that’s doing this. It may have something to do with the Item Name. Also can you post the description that it should be showing.

I hope to get back to you later today about this.

Ryan,

I don't know that we ever resolved the over/under payment behavior on the received payments screen so it emulates QBs ability to specifically apply payments even in the case of a customer paying a few dollars over or under.

This last post of yours was related to the sales receipt problem which I believe was resolved.

The receive payment issue I think is still open.

Thanks!!
Phillip

(We've been out of town for a week otherwise I would've posted sooner! :)

Hey Phillip,

We have added a feature to this screen that will now ask you if you're ok with paying more than the outstanding balance. After the payment is posted to QuickBooks, Method will display the unused credits.

You should see this on the next update within a week.

Thanks! Still throws the yellow box warning...payment not ready to be sent to QB. ???

 Hey Phillip,

Check back on thursday after the updates, should be all fixed then.

Good morning Ryan! Any new news?

Thanks!!
Phillip