Payment method: "Balance to credit/invoice"


You can create a credit for an existing invoice and automatically balance the outstanding amount.
A "balance to credit"-payment is then added to the invoice and a "balance to invoice"-payment is added to the credit.
Previously, these two payments both had the method type "internal".

It could help users when the method would be more descriptive, so we introduced two new payment methods:

  • Balance to credit
  • Balance to invoice

You can see this in action in the list of payments:

We retrospectively changed the payment data. The method "Internal" was changed to one of the two new methods in an automated process. We used the amount and the description of the payment to determine if we should change the method. However, this process is not 100% flawless. If you heavily rely on a correct payment method, we recommend you to verify your data.

about a month ago