UNPAID INVOICE MARKED AS PAIDAnswered
I am trying to bill a client my no show rate but I am unable to create an invoice. The client did not complete the CC information either for me to just automatically charge them either. Every time I try to create an invoice, the invoice ends up being marked as paid when it's not paid. I am not sure how to proceed and it seems like many other people have the same issue but no concrete answer and or solution. Please advise.
I had this problem before. They reached out to me, but the response was not even what I needed, and I just thought who needs this aggravation. I hope someone can answer this. I know I accidently figured it out before but for the life of me cannot remember what I did. It was super simple to fix. I am about ready to go back to therapy notes. A lot less headache. Also, I don't know what happens, but my paperwork for some of my clients has just disappeared. This has also happened to someone else I know. I hope they can provide a simple solution; I know the response I got before did nothing to help. It was actually more confusing. I am having it again. Not every client wants to give credit card information or to run the card on file so that is not an option.
When you're in the client's main page, is there a Client Credit under Billing Overview in the upper-right corner? That's the only reason I can think of as to why the invoice would automatically be marked Paid. If there is a credit, you're probably going to want to analyze your accounting for the client to find out why.
If there is indeed a client credit and you want to create a no-show invoice, first create a temporary invoice for the entire amount of the client credit. Once the Client Balance is $0 under the Billing Overview, you can then create your invoice for the no-show without it being marked Paid. Once that is complete, delete the temporary invoice you made. The client credit will return, and your no-show invoice will remain unpaid until you manually add a payment for it.
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