bill credits and payments

[karen]

I am trying to find how to do 2 things:

1) credits. Is it possible to apply a credit against an item should we decide to waive a fee. We do not want to void an invoice or to place the credit under payments.

2) Is there a way to have payments itemize on a statement? Payments show in the billing recap but not where invoice billings show on an invoice. I would like to show payment date. In addition if several payments are received I don't want a total to show on a customer invoice

[K Software]

I am trying to find how to do 2 things:

1) credits. Is it possible to apply a credit against an item should we decide to waive a fee. We do not want to void an invoice or to place the credit under payments.

By credit here do you mean discount? A discount on a specific item would be done by opening up the line item on the invoice and changing the price right there (you're free to note the discount in the description). A full-invoice discount can be added through use of the "New Discount" button on the invoice window.

2) Is there a way to have payments itemize on a statement? Payments show in the billing recap but not where invoice billings show on an invoice. I would like to show payment date. In addition if several payments are received I don't want a total to show on a customer invoice

I'm not sure I understand what you're looking for but I'll have a go at it.

Payments are made to specific invoices so there isn't a per-customer report that will show just payments. The statement shows payments in line with the invoices they applied to, but it doesn't sound like that's what you're looking for.

The "Payments Received Report" available on the reports tab shows a list of payments that came in between the dates you specify but that list is not organized by customer.

[karen]

I'm not looking for a discount. Specifically, I am dealing with charges for services performed by us that sometimes due to circumstances we decide to waive the individual charge if the customer protests with a reasonable explanation. We would like to be able to place a credit into the billing so that it clearly shows that we waived a fine.

[K Software]

The best case for that is to create a product for each fee you would waive. Make the product name something like "Credit - <service/product name>" and set the price to the negative amount of the product/service. (for a $10 product you'd put -10).

Then you can add the items to any invoice and report on just those items from any of the sales report. The waivers would be easy to spot because they'd be the only line items with negative prices.