Multiple Factors in this post! Quarterly billed tenant that had multiple units. Last Invoice & payment covered Dec, Jan, Feb. Vacated a unit in Dec. Move out credit was applied to remaining unit. So tenant has a credit toward March rent. Owing a balance of $95.42. The invoice only shows March Rent. I know I can manually create another invoice.
I noticed on the ledger when you credit an account it doesn't show the date the credit was applied it shows the first of the month of which it was applied.
Regarding credits and over payments it is very confusing for my office assistants to figure out the paid to date, etc. For Example I have a tenant that over paid a small amount and the over payment was applied to March. If you look at unit status screen it shows Total Due 0 and Paid Thru Date as 3/31/19. So if talking with customer they would tell them they are due April 1. I assume the answer to this is to create the next months rent?