Does anyone else have a problem with how the newest version 5.904 deals with carry forward balances? The way it works now is if their is a credit balance on a customers account and you use this credit to reduce the amount of the new invoice the program doesn't remove the open credit. It leaves the open credit along with an offsetting open balance on the new invoice. The sales people have to be aware on the customer's next order that there are offsetting carry forward balance that need to be selected in order to remove the open balances in the customer's account. This is BAD accounting! And a lot of extra work that needs to be done to remove balances that in previous versions cleared automatically.
We did figure out how store credits work in ver 5.904. You have to log the credit in view orders. Then in manual orders use the Apply Store Credit under the payment section to use the store credit. What use to be automatic is now manual. At least we know how it works now.
Carry Forward balances in ver 5.904
Posted - 11/04/2009 : 12:59:53 PM
