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Print Client's Acct Balance When Taking a Payment?

Print Client's Acct Balance When Taking a Payment?

Postby all-fleet » Fri Jun 02, 2017 8:15 pm

I have Clients that carry balances that pay on a weekly schedule. Is there a way to print there balance on the same receipt when you use F5 batch payment.
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Re: Printing Clients Account Balance When Take a Payment.

Postby Jeff @ Able Auto » Sat Jun 03, 2017 4:55 am

If you print the payment receipt from F5 it shows the outstanding balance.
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Re: Printing Clients Account Balance When Take a Payment.

Postby all-fleet » Mon Jun 05, 2017 7:22 am

I just took a payment this morning using F5 screen and this is what printed. maybe I am miss a step but not printing balance just receipt for payment that was applied to account
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Re: Print Client's Acct Balance When Taking a Payment?

Postby Jeff @ Able Auto » Mon Jun 05, 2017 10:16 am

F5..enter customer ID number..tab. You will see all outstanding unpaid invoices. Enter type of payment and amount. Hit auto distribute and apply. Hit save and the receipt will show any outstanding balance for the line you applied it to. I just ran a trial pmt on a fleet account and it shows balance due after pmt. If the payment pays that line in full it will not show any balance due. You would need to run the balance due report after the payment to show all outstanding balances. I may be missing something but thats how I have always done it. Someone else with more knowledge may chime in. HTH, jeff.
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Re: Print Client's Acct Balance When Taking a Payment?

Postby ricmorin » Mon Jun 05, 2017 10:25 am

I don't think the balance due actually PRINTS on the receipt. There is no setting that will add it there. That's an enhancement request.
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Re: Print Client's Acct Balance When Taking a Payment?

Postby Jeff @ Able Auto » Mon Jun 05, 2017 11:26 am

Ric..I have a client that has several cars with different balances due. I just tested by applying a $1.00 pmt to the first line of their account thru F5. The line I applied the payment to was $369.93. After payment was applied and saved I printed the receipt and on the right is balance due of $368.93. It only shows whats due for that line. That's why I suggested the balance due report after running the payment.
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Re: Print Client's Acct Balance When Taking a Payment?

Postby ricmorin » Mon Jun 05, 2017 12:48 pm

I understand that. Perhaps I was not clear. I believe the OP is looking for a complete balance due for an account, not just what they paid on individual invoices. This is not provided currently on payment receipts and would be an enhancement request if desired.
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Re: Print Client's Acct Balance When Taking a Payment?

Postby Jeff @ Able Auto » Mon Jun 05, 2017 1:30 pm

Understood. Thanks.
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Better Receipt

Postby Johnny5 » Thu Dec 07, 2017 12:30 pm

We are working an enhancement to update the receipt printout from orders and especially batch payments... this is still a work in progress, the work includes making it more easily read, and include appropriate overall customer balances along with invoice balances, and permit use of 1st CC processing with signature capture...... comments?

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Re: Print Client's Acct Balance When Taking a Payment?

Postby ricmorin » Thu Dec 07, 2017 12:54 pm

Very nice. The only thing I can think of users wanting would be a total remaining balance of all invoices?
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Re: Print Client's Acct Balance When Taking a Payment?

Postby Johnny5 » Thu Dec 07, 2017 2:25 pm

ricmorin wrote:Very nice. The only thing I can think of users wanting would be a total remaining balance of all invoices?


My goal is to update this report as display, AND include the balance of all invoices.
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