Search Again: Re: auto closing invoices From: Shawn Hogan Date: Monday, July 5, 1999 Time: 3:39:15 pm Kitt Diebold wrote: >We're running into an occasional problem with the auto-closing of invoices >after a customer pays. > >Let's say we send out the invoice on July 5. It's due August 1st. On August >2nd, it's late and we assess a $2.50 late fee and invoice the customer. > >On August 3rd, the customer's payment arrives for the original amount, not >including the late fee. No problem, the invoice for service is closed. The >next month, we invoice the customer and they pay, but they 'forget' to pay >for the late fee from the previous month. Optigold closes the late fee >invoice, but not the service invoice. 15 days later, the customer's account >get put on hold because they have an invoice for a month of service that is >open. > >While getting customers to pay the late fee is another discussion, I'd >prefer if Optigold could do some 'smart' closing of invoices if, say, the >amount paid doesn't match the first open invoice, but it matches the second >one then it can close the second one OR the late fee balance (that it >compares to the minimums in the preferences to hold an account) is invoices >vs. payments rather than open invoices. Of course, I'd be open to other >ideas... > >Thanks. Ideas? Comments? Mmmmmm... I'm not sure... it would leave it open for other things then... For example, maybe it wasn't a late fee, but a $1,000 router or something... - Shawn ------------------------------- Shawn D. Hogan President, Digital Point Solutions http://www.digitalpoint.com (619) 452-3696 ------------------------------------------- To subscribe, unsubscribe and list archive please visit http://www.optigold.com/lists -------------------------------------------

Messages In This Thread: auto closing invoices by Kitt Diebold on Jul 5, 1999 at 2:28:04 pm Re: auto closing invoices by Teresa Walters on Jul 5, 1999 at 2:38:17 pm Re: auto closing invoices by Kitt Diebold on Jul 5, 1999 at 2:58:43 pm Re: auto closing invoices by Shawn Hogan on Jul 5, 1999 at 3:39:15 pm