To post a new support question, click the Post New Topic button below.
Current Version: 4.9.3 | Sytist Manual | Common Issues | Feature Requests
Please log in or Create an account to post or reply to topics.
You will still receive notifications of replies to topics you are part of even if you do not subscribe to new topic emails.
Question About Deposit/remaining Balance
K
Kimberly Neyer
29 posts
Wed Aug 17, 16 12:26 PM CST
I'm still setting up the Calendar and Booking section of my site, and I don't want to switch over to using it until I can make sure it's going to flow smoothly. One thing I can't seem to figure out is how to manage the client's balance after they pay a deposit on a session. I just ran through a test booking, pretending to be a client, and this is what I discovered.
I booked a $250 mini session with a deposit of $75. Everything worked smoothly up through this point.
When I got to the final invoice, however, it said on the invoice Mini Session $75. It did not say anything about the remaining balance of $175, which I'd like to collect the day of the session. It did not even specify on the invoice anymore that it was a deposit.
It also did not automatically create a second invoice of $175. There is no indication anywhere on my account that I still owe $175 at any point.
Obviously I could generate a second invoice manually for each client, but is there a way to automatically generate this invoice when they pay for the deposit. At the very least to specify on the invoice that $175 is still due on the session date? Or maybe it would have done this if I had paid immediately and not selected pay by check for the sake of the test?
I booked a $250 mini session with a deposit of $75. Everything worked smoothly up through this point.
When I got to the final invoice, however, it said on the invoice Mini Session $75. It did not say anything about the remaining balance of $175, which I'd like to collect the day of the session. It did not even specify on the invoice anymore that it was a deposit.
It also did not automatically create a second invoice of $175. There is no indication anywhere on my account that I still owe $175 at any point.
Obviously I could generate a second invoice manually for each client, but is there a way to automatically generate this invoice when they pay for the deposit. At the very least to specify on the invoice that $175 is still due on the session date? Or maybe it would have done this if I had paid immediately and not selected pay by check for the sake of the test?
Tim - PicturesPro.com
16,250 posts
(admin)
Thu Aug 18, 16 8:34 AM CST
The deposit invoice is just that, for the deposit. It isn't invoicing for the total amount and taking a deposit payment. When you view the booking in the calendar, there is a create invoice option where you can create the invoice for the remaining amount.
Tim Grissett, DIA - PicturesPro.com
My Email Address: info@picturespro.com
My Email Address: info@picturespro.com
K
Kimberly Neyer
29 posts
Thu Aug 18, 16 8:42 AM CST
*light bulb* Ok, so I just need to change the verbiage of the description to reflect that it's a deposit then. I got it. Thank you!
B
Brian Hanna
5 posts
Wed Oct 24, 18 11:21 AM CST
This stumped me for days. Thanks for the answer and asking this question.
Please log in or Create an account to post or reply to topics.
Loading more pages