BILLING RETENDER

DESCRIPTION OF ISSUE

Billing Invoices stay in Billing when Retendered to new tender type. This allows payment to be made on invoice that has already been tendered as cash, check, credit card, etc. Customer ledger is correctly updated causing customer balance to become inaccurate.

Steps to recreate

1. House Tender Invoice

   

   HOUSE TENDER INV-6
2. Recall Invoice and retender

   

   CASH RETENDER INV-6
3. View Billing Invoice

   

   STILL IN BILLING

   

   BILLING OPEN INVOICES
4. Post payment to billing invoice

   
5. Customer Ledger View

   

   CUSTOMER LEDGER
6. Negative Customer Balance

   

   NEGATIVE CUSTOMER BALANCE FROM PAYMENT

Ideal Behavior

1

House Tender Invoice

Tender any invoice to a customer's account as long as their credit limit will allow

2

Recall Billing Invoice

Search for invoice while checking if payment has been made to said billing invoice.

3

Retender Invoice

Block retender if invoice has partial or full payment.

4

Remove Invoice from Billing if Retendered

Remove invoice from populating in open billing invoices. Add tracking to see if invoice has ever been retendered.