Automatically apply credit notes to invoices

28 votes

Currently, if a client has session credits, you need to apply these to individual invoices after generating the invoices first. This can be really time consuming and difficult to keep track of when hundreds of families are being invoiced every couple of weeks.
When multiple invoices are created at once, it would be great if any credits were automatically applied to the accounts! That way there would be no need to go back in and allocate credit notes.
Thank you!!!

Done Suggested by: Moderator (02 Oct, '19) • Upvoted: 07 Dec, '23 • Comments: 5

Comments: 5

01 Oct, '20
Adrian Dougherty
Agreed. Hopefully, this feature is developed soon. I notice it is a year old and still not complete!
21 Apr, '21
Jaun-Paul Gullivewr
Yes, we would also find this feature very useful as we invoice for the 10 week term and sometime have to apply credit notes to the open invoices.
05 May, '21
Nicole W.
This would make things SO much easier. We have over 16 pages of invoices each month that have to be manually processed by allocating credit notes first and then charging the balances due (when applicable) to the credit card on file. It has been very time consuming, and I think this suggestion would speed things up greatly.
30 Mar, '22
Burdett Rice
It would be really nice if this can get developed soon.
16 May, '22
Nicole W.
Thank you so much for finally implementing my suggestion! I can't wait to try out the new "Automatic Allocations" add-on!!!! I think this will speed things up quite a bit during my billing process.