Credit on Account
Sarah
Registered 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 $$ to show there?
Thank you
Say if the monthly payment is $150 and they pay $160.. can the receipt & invoice bee set up to show that some where? I notice on the payment receipt is has a line that says "Available Credit" and one that says Current Balance.. how do I get the $$ to show there?
Thank you
0
Comments
-
skinman Registered 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.1
-
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 month2
-
Orkocean Registered 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?0
-
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.1
-
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.
0 -
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.1
-
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.
1 -
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.
Still have no way of showing the credit on the invoice or receipt! Ugh1 -
Could you take the next payment due for only the amount to even her out, then she wouldn't have a credit every month?0
-
MamaDuke7 Registered 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!1 -
i43storage Registered 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!Jean Marie
I-43 Storage3 -
ESS Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭AndreaBur said:Sarah said: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 $$ to show there?
Thank you0 -
MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭ESS said:AndreaBur said:Sarah said:Is there any way to have a credit showing on the invoice & receipt?
Say if the monthly payment is $150 and they pay $160.. can the receipt & invoice bee set up to show that some where? I notice on the payment receipt is has a line that says "Available Credit" and one that says Current Balance.. how do I get the $$ to show there?
Thank you0 -
ESS Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭1
-
Thanks for flagging this, @MamaDuke7. I've removed it, @ESS -- apologies for the confusion!1
Categories
- All Categories
- 2 What's New
- SiteLink Community Discussions
- 1.9K SiteLink General Discussions
- 79 SiteLink myHub
- 48 Lead to Lease
- 15 Price Optimization
- 36 SiteLink Certified Professional
- 183 How-To's
- 97 Training Videos
- 7 Other Resources
- 77 SiteLink, SpareFoot & storEDGE merge
- Self-Storage Operations
- 65 Starting Out in Self-Storage
- 3 3rd Party Management
- 223 Regional Discussions
- 187 Miscellaneous Discussions
- 39 Industry Webinars
- SiteLink Marketplace
- 62 Self-Storage Website Design & Listing Services
- 31 Credit Cards & Payment Processing
- 31 Self-Storage Call Centers & Kiosks
- 46 Notifications, SMS & Phone Integrations
- 92 Self-Storage Insurance, Legal & Auctions
- 11 Self-Storage Revenue Management & Analytics
- 24 Gates & Access for Self-Storage Facilities
- 10 Ancillary Services for Self-Storage Facilites
- Self-Storage Times
- 62 News
- 30 Opinion
- 146 Lifestyle