Dessire V wrote:
I keep having this issue--I made a mistake applying a payment, if I edit the payment it adds the same amount due twice to the invoice. If I delete it, it sends it back to the original balance due instead of a partial payment, this specific invoice has 5 payments and I had added two payments when one was still pending. If I issue a credit and have to send the statement to the customer, they'll question what it is as it shows there and I don't want it to make it seem like I'm overcharging or doing something I shouldn't.
I understand your frustration, as I've encountered similar issues in the past. Dealing with payment application mistakes can be quite challenging, especially when it impacts customer statements.
In my business, I switched to using PayKassma paykassma.com for managing payments, and it has made a significant difference. PayKassma's platform is user-friendly and helps avoid the confusion caused by editing or deleting payments. It ensures accurate application of payments and maintains clear records, preventing misunderstandings with customers about their statements. I highly recommend giving it a try to streamline your payment processes and avoid these issues in the future.