We sometime receive money from customers that pay us before their invoice is created.
The reception of these over-payments is currently a bit annoying to manage currently on bigcapital, what we do is that we create an invoice, then transfer it to a credit note, and then apply it to the invoice when the correct invoice gets created. It is not impossible,but it is a bit annoying to have to create an invoice to create the payment to then converting in a credit note, it would be nicer to be able to create a credit note directly for payment received that exceeds the amount of existing invoice.
There may be other ways to do this in bigcapital, we currently thing using credit note is the most natural way as it seems the most integrated way in bigcapital (Though credit note does not seem to appear explicitly as a separate line in the balance sheet - it would be nicer to have amount of unpaid invoices, and amount of credit notes as two separate lines (as one is debtor and the other one is creditor) currently they are merged in a single line).
There is finally a question of knowing if "credit notes" should be displayed in the "aging payables" reports which is currently limited to vendors.
linear[bot]
commented
1 month ago
We sometime receive money from customers that pay us before their invoice is created.
The reception of these over-payments is currently a bit annoying to manage currently on bigcapital, what we do is that we create an invoice, then transfer it to a credit note, and then apply it to the invoice when the correct invoice gets created. It is not impossible,but it is a bit annoying to have to create an invoice to create the payment to then converting in a credit note, it would be nicer to be able to create a credit note directly for payment received that exceeds the amount of existing invoice.
There may be other ways to do this in bigcapital, we currently thing using credit note is the most natural way as it seems the most integrated way in bigcapital (Though credit note does not seem to appear explicitly as a separate line in the balance sheet - it would be nicer to have amount of unpaid invoices, and amount of credit notes as two separate lines (as one is debtor and the other one is creditor) currently they are merged in a single line). There is finally a question of knowing if "credit notes" should be displayed in the "aging payables" reports which is currently limited to vendors.