Payments over multiple invoices

[Caution]

Hi there

I've used your trial of KBilling on almost every computer I can get my hands on (lol) and the only one thing It's missing that is holding me back from purchasing it is the ability to apply payments to more than one invoice.

EG.
Invoice 1001 Balance $250
Invoice 1022 Balance $100
Invoice 1050 Balance $22

Customer sends payment of $372
I want to apply that $372 over the three invoices. There are other invoice programs that do this but to be honest, they are crap. (KBilling owns!)

At the moment I just apply the full amounts to each invoice with a note on each payment like
Part 1 of 3 of $372 on invoice 1001
Part 2 of 3 of $372 on invoice 1022
and so on...

It works.... but would be much nicer if I could just apply a payment over multiple invoices.
Also, I'm soooo happy a couple of versions ago you added "Bank Wire" as a payment type as I was forever adding a note to my payments and then I modified the statement layout to show the note (payment type).
But, another, or a better, solution I see is that you just populate the payment type field from a combo box (like the shipping types!) set in the settings.

I was working on my own invoice program not long ago, but it got too complicated lol. I think I'll stick to PHP websites... and make a PHP invoice program maybe one day.
Our of curiosity, what language and what program do you use to make KBilling?

Thanks, Kane Shaw

[K Software]

Hi Kane!

Payments over multiple invoices are a good idea but as I'm sure you found out - much easier to say than do! I'll put it on the list, though, and see what I can do in the future.

kBilling 1.3 is written in a combination of C, Win32 Assembly and PureBasic. With a support library or two written in Object Pascal. It's quite a mix of languages!

[Caution]

Thanks for your really quick reply!
Even if it were possible to go to Customers Tab > Open Customer > Payments Tab > Add Payment
Then have it come up with the list of outstanding invoices like it does at the moment but have it possible to select more than one invoice and then have it just add a note to the payments like I do manually.
That way you don't have to add anything new into the database or modify the way the payments work, just have it automatically add a note for the payments.

:eek: I just had an idea! (And I'd be happy to test it for you :))
You could add a field to the payments database called "master_payment_id"
Then you use it like this
http://sphere-design.net/payment_table_idea.gif

Ok so, I think that'll make sense to you but here's the thing
You'll get $333 that is in the payment db twice so that's gunna throw off figures in reports
So, what you do is you tell the reports to either ignore the payment in the db with no invoice number, or tell them to ignore the payments WITH something in the master_payment_id field.
Either way you offset the double up.
Then in the "invoice" payments list, you show the "part" (the entry in the db WITH the master_payment_id)
Then when you open the payment up it will say something like "Part of payment <ID here>" and you can click it to see that payment with all the parts and what they are applied to.
Just like the Customer Payments table but you filter like "where master_payment_id = <whatever u want to view>"

Then on the Customer Payment table you'd show the "full" amount (the entry in the db WITHOUT the master_payment_id) and you could open that up and get the same view as when you click the "Part of payment <ID here>" link in the invoice payment view.

Does that make sense?
It all makes sense in my head its just hard to explain!
PLEASE let me know if it makes sense or not, because if it doesn't I'll try to explain better.
Regards, Kane Shaw

[Caution]

Ps. You should employ me :p

[Caution]

Is this missed... or you just don't like me?

[K Software]

Apologies Kane, I did miss your follow up.

I understand what you're looking for and I'll see what I can do. Thanks for such a detailed explanation!

And I'm not hiring right now but I'll keep you in mind if that changes! :-)