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Re: Giving a user a credit
- Subject: Re: Giving a user a credit
- From: "Chris Travers" <..hidden..>
- Date: Tue, 2 Jan 2007 11:11:30 -0800
The payment would be a positive amount, just as if you were entering
it against an invoice.
For the record here are things I don't like about the current system:
1) In the background, it creates a blank AR transaction to attach the
2) Payments need to be manually tracked on statements. If we put in
proper handling of interest we have to be careful not to pay interest
on prepayments :-)
On 1/2/07, Charley Tiggs <..hidden..> wrote:
Actually, this looks like it will work just jim dandy. I had tried to
do exactly what you were suggesting but hadn't checked the "All
Next question: would the payment be a positive or negative amount entered?
Chris Travers wrote:
> Hi Charley;
> I think you misunderstood me. In the Cash->Receipt screen, you can
> select "All Customers." Then you can take a payment from a customer
> who doesn't currently owe you money. This negative due will then show
> up on statements, etc. though handling leaves something to be desired.
> At some point we will redesign that part but are wondering a) wether
> this is a good workaround and b) whether there are things that you see
> that makes this undesirable.
> Best Wishes,
> Chris Travers
> On 1/2/07, Charley Tiggs <..hidden..> wrote:
>> Nothing wrong with that approach but only works if you have open
>> invoices to apply against. Customer sometimes has product being
>> returned where there is no invoice to return against. Rather than write
>> a check to the customer, they're wanting to give the user "store
>> credit", so to speak.
>> Chris Travers wrote:
>>> Hi Charley;
>>> Trying to understand the exact needs here. Currently you can sort of
>>> use Cash->Receipt to do this. Is there anything fundamentally wrong
>>> or awkward about this approach?
>>> Best Wishes,
>>> Chris Travers
>>> On 1/2/07, Charley Tiggs <..hidden..> wrote:
>>>> Howdy folks!
>>>> In the old application for my client, it was easy enough to add a credit
>>>> amount to a customer so that the next time an order was placed by the
>>>> customer, that credit was applied prior to the charge. Can the same
>>>> thing be done within LSMB? If so, how?
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