overpayments and customer advances

[ivan friend]

Sometimes a customer is willing to pay in advance for a future order. One reason
for this is that I may be out of stock of that item but expect it shortly,and customer wants to reserve it. This could result in a credit balance in the customer account.Any suggestions if the software can manage this? Also where a customer makes an overpayment on an existing outstanding invoice that results in a credit due to customer is their a report to show by customer total credits due them ,without going to each customer screen? Thanks

[K Software]

A customer advance should be added to their account as a credit (and used the next time you can). You add credit to a customer by opening the customer's detail window by double clicking the result row in the grid on the Customers tab. Then click the Credits tab at the bottom of the customer window and the green "+" button to add the credit.

As far as an invoice overpayment goes - any overpayment should be recorded automatically to the customer's account so you shouldn't have to open the customer up at all.

[ivan friend]

Thankyou for the directions on how to issue a customer credit. Is their a report that can show by customer the amount of credit in their account?. I understand the customer tab does show the current account credit, Is their a way to see where multiple customers have credits due them viewable on a single screen?
Your software is user friendly,and the best at what need it is directed at in my view. I just want to avoid a situation that i know what my bank balance is and know that i have credits due some customers,but do not remember which customers and what amount is due them. And naturally do not want to use funds that do not belong to me. So a report that shows balances due customers would save time and add to operating my business more efficiently.And definitly I realize that my ma and pa business could always use more controls. Thanks

[K Software]

No, there isn't a report that shows the customer credit but there will be as soon as V2 is out (this week for the beta if everything goes well).

I'll be adding a credit column to the customer balance report and show customers that have a negative (credit) or positive balance..