I have been with SP for years and have voiced few concerns publicly until now.
When we sent a help request to inquire about how to allocate funds to specific invoices, this is the response we received...
I hope your day is going well. I'm happy to help with this.
With our previous billing experience, you couldn’t choose the amount applied to an invoice. With our billing enhancements, you now have the ability to add partial payments to invoices.
Partial payments can only be applied to invoices that were created after our billing updates were enabled in your account. Invoices created before this update can be paid in full or can be deleted and recreated to add a partial payment. If you choose to recreate an invoice, you can edit the Issue Date of the new invoice.
For this client, if you'd like to apply partial payments to Invoice #3708 and Invoice #4311, you can delete and recreate the invoices. You will then be able to apply partial payments to these invoices following this workflow:
- Navigate to the client’s Billing tab
- Click Add Payment
- Select the invoice(s) you’d like to apply the payment to
- Enter the amount of the payment in the Amount field:
- Choose a payment method
- Review the payment summary
- Add the payment
The invoice and the client’s billing summary will reflect the paid and remaining amounts.
For more information, please see Navigating client payments.
Please let me know if you have any questions, as I'm happy to help.
I haven't responded because I am so appalled by this "solution." Delete and recreate invoices??? Why would we need to waste our time doing this? That is unacceptable and a major flaw in the program. Fixing this needs to be at the top of the list of priorities at address, as this is clearly an issue that EVERY provider will run into, and many have already asked for help with it. Additionally, recreating invoices for previous tax years seems like it could have major tax and fraud implications. This "update" was a huge step in the wrong direction, SP.
Unless you are trying to lose customers, please correct this concerning flaw immediately.
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