Entering payments when debtor not paying full amount invoiced
There needs to be a way to enter payments when the whole invoice amount has not been paid rather than just automatically allocating payment to the oldest consults within the invoice. For eg. we might send an invoice for $300 ($250 worth of consults and $50 for a brace) and the insurance company might decide not to pay for the brace but because we gave the brace at the first consult it gets automatically included.
Hi
We are reviewing all current and historical feature requests.
As mentioned previously, you can enter the actual amount paid manually by overriding the $ amount showing in the Received column on the right when in the Create Payment screen.
If there are issues around entering part payments for Debtor Invoices created under the Accounting Form, which have multiple items, please contact our Support Team by submitting a ticket or by emailing support@gensolve.com
Regards
Ann
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Anonymous commented
This feature would be a game changer for me. Saving time and making it alot easier to chase up with debtors any invoices that may have been missed.
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Miriam Wynne commented
hi, Just wondering whether there have been any updates to this feature request. We are still struggling with being unable to allocate partial payments to a third party Invoice.
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AdminSupport (Admin, Gensolve) commented
Cannot specify which item is being paid if there are several items in a Debtor invoice although can enter a lesser amount
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Dimity Holliday commented
Dear Oscar,
1. your suggestion below only works for private conditions. It does not work for insured conditions.
2. the current functionality for insured conditions does not allow the user to attribute part payment to particular items. Which makes debt recovery frustrating as you don't know which items still require payment if the invoice is not paid in full -
Please find documentation on how to do this below:
AU:
http://docs.gensolve.com/help/gpm_au/desktop/Videos/Billing_and_Payments/How_to_Create_a_Partial_Payment.htm?rhsearch=partial%20payments&rhsyns=%20 -
AdminSupport (Admin, Gensolve) commented
You can enter the actual amount paid manually by overriding the $300 showing in the received column on the right when in the Create Payment page