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While not an active user yet, I've been seriously evaluating Optigold, and
Re: Fancy Invoices / applying payments
From: Paul Guzyk
Date: Tuesday, April 6, 1999
Time: 8:45:21 am
I must agree with Alexi.
Each invoice should show (or at least have an option to show) just the
amount owing for that particular invoice. I currently use ISP billing and
their "mini statement" which appears on every invoice confuses the hell out
of my corporate customers.
If the customer needs to know their outstanding balances, they can ask for
a separate statement, or look it up via the web themselves.
Business customers are used to having invoices and statements as separate
documents, and paying invoices in any order they want with funds from
different banks accounts etc.
On that note, does Optigold allow you to apply payments to invoices
manually as specified by the ISP or the customer? i.e. sometimes a
customer has an old invoice they are disputing but will gladly pay a new
invoice...I need to be able to apply funds accordingly.
-paul guzyk
infohouse
new york city
>Shawn,
>
>I guess because of the way that the invoicing is set up, it is not attached
>to any specific time stamping, which has been a bit of a problem for us,
>and I'll explain.
>
>Example 1:
>A customer has one open invoice. If they want a copy of an older invoice,
>and you print it, it shows the balance due for the open invoice on there.
>The problem is, if this older invoice is 6 months old, they did not owe
>that amount (of the current invoice) 6 months ago and it seems to be
>confusing the hell of out them.
>
>Example 2:
>A customer has two or more currently open invoices. They want to pay for
>each one with separate PO's because they were for different products. One
>could be for development work, another could be for hosting, etc. When we
>print each invoice and it shows the total amount due as the sum of all the
>outstanding invoices, they get confused as hell and don't know what amount
>to pay...let's hear it for corporate America!
>
>Now, I understand the benefits and reasons for knowing and seeing the total
>outstanding balance on a customer's account, as well as the benefits to
>them. Unfortunately, this problem has caused customers to be late in
>paying, not knowing or understanding what amount they're supposed to send.
>I also know I didn't have to get this descriptive for you, but then if you
>add the requested feature you'll be able to give people a reason for its
>existence ;)
>
>Request:
>Can you add a toggle to only show the subtotal on an invoice (default could
>be off so that it doesn't change anyone's current settings) for fancy
>invoices? A global setting and/or customer override would be great.
>
>Alexi
>
>
>JASKE.COM - Innovative I/Net
>Home Page: http://www.jaske.com
>Members Start Page: http://members.jaske.com
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>
>
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