Studiometry 8.1 added surplus payment notification and automatic addition of surplus payments to new invoices associated with the same client. Several users have requested the option to disable this and we plan on adding a new billing setting to enable or disable these features for the next update.
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2 comments
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Rob Sherrard - Imageer When using the Payment tab at the top of the Client window to apply a payment against multiple projects, it is easy to overlook that the entry made in the Amount: box is greater than the sum of the balances checked in the Apply to Invoices: sub-window.
It's nice that Studiometry now offers to apply the surplus payment when a new invoice is generated, but it also would be very helpful if Studiometry would give a contemporaneous alert that a surplus payment was being created, rather than waiting for a new invoice to be generated. This would give immediate validation of the Amount entered in the case of a mis-keyed entry and eliminate the possibility of a "surprise" the next time an invoice is created for that client, in that there is currently no other way to detect a surplus being held for a client.
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Oranged Support This has been added for 8.1.1.
Regarding Rob's post: thank you for the feedback that does sound like a good idea. We may add some type of interface to the payment editing window to show that the amount of the payment is more than the balance applied to invoices. This probably be the best location to show this information.
We are also adding a confirmation dialog when creating a new invoice that lets you choose whether or not you'd like to add surplus payments to the new invoice (this dialog was previously only shown when editing previously created invoice, and was ignored on brand new invoices).
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