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Credit on Account

SarahSarah CanadaRegistered User ✭✭
Is there any way to have a credit showing on the invoice  &  receipt? 

Say if the monthly payment is $150 and they pay $160.. can the receipt & invoice bee set up to show that some where? I notice on the payment receipt is has a line that says "Available Credit" and one that says Current Balance.. how do I get the $$ to show there?
Thank you 

Comments

  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    If they pay into a partial month, the receipt shows the regular total normally due and what they have already paid towards it.. You could create a manual invoice that reflects what they owe for the next month in remaining rent, but I don't think there is a way to show it as a credit the way you are asking.
  • SarahSarah CanadaRegistered User ✭✭
    Thank you Skinman.. its just frustrating as there is a line in the template for those two totals! And I have a client that NEEDS to see the "credit" on her account each month
  • OrkoceanOrkocean CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    What is the "credit" in reference to if she's getting it every month? Maybe it's something you could create a discount for since it's a every month item to save some headache? 
  • LinderISSLinderISS IDRegistered User
    I believe the unit's ledger is the only place a credit balance shows. Sometimes I've sent the tenant a copy of ledger which will show an ongoing credit balance .  I still have to highlight a credit balance and the month it pertains to because the system requires you to create the charge "not yet due" in order to post the payment. 
  • ShedStuffShedStuff NARegistered User ✭✭✭
    I'm not sure if this is what you are referring to or not....I have a situation where the tenant pays one portion of the rent with one CC and then needs to have me run a different CC for the remaining balance due to his work needs. I do the first transaction then print a partial payment reminder and it shows the balance due. Then I proceed on the same day to chg the remaining balance.
  • sonyawiprudsonyawiprud CARegistered User ✭✭✭
    Yes I would also like for the tenant to see what the remaining balance is, it really should show the credit, otherwise the tenant continues to pay what they think they owe and there is a lot of accounting issues with that every time they pay. 
  • RobynRobyn ORRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    Sounds like a headache! Do you charge for invoicing tenants??  We charge tenants $10 per invoice.  This pretty much eliminates tenants from asking for one just because it would be handy for taxes.
  • SarahSarah CanadaRegistered User ✭✭
    Robyn said:
    Sounds like a headache! Do you charge for invoicing tenants??  We charge tenants $10 per invoice.  This pretty much eliminates tenants from asking for one just because it would be handy for taxes.
    We issue each tenant an invoice every month.. no charge - to remind them to pay their bill on the 1st of the month or that we will be processing their credit card.
    Still have no way of showing the credit on the invoice or receipt! Ugh
  • GSI03GSI03 SCRegistered User ✭✭✭
    Could you take the next payment due for only the amount to even her out, then she wouldn't have a credit every month?
  • MamaDuke7MamaDuke7 CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Can't you just go into the account, make a future charge, apply the credit.  Then the next invoice will properly reflect what's actually due.

    My problem is that they don't look at what's due!  They pay what they want.  Or they have the bank automatically sending what they think is due.  And it just keeps adding up because they overpay.  But I don't care as long as they are paying at least what they owe!
  • i43storagei43storage WIRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    MamaDuke7 said:
    Can't you just go into the account, make a future charge, apply the credit.  Then the next invoice will properly reflect what's actually due.

    My problem is that they don't look at what's due!  They pay what they want.  Or they have the bank automatically sending what they think is due.  And it just keeps adding up because they overpay.  But I don't care as long as they are paying at least what they owe!
    I have people who do this too.  They send whatever amount they want.  I call and let them know they only owe so much for the next month; but, alas - another check comes with a weird amount which matches absolutely nothing.  After awhile, I simply just take the money and stop calling them.  Like you say, as long as they are paying what they owe.
    Jean Marie
    I-43 Storage
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