Need Help with Revenue and Invoice

Hello Team Akaunting, Well done on the software.

Please we run a wholesale business and most of our customers are receiving credit facilities and some pre-order.

For customers receiving credit facilities:
When we create an invoice, the invoice is sent and marked unpaid, now when a payment is made, it is usually challenging having to sort through a number of invoices to mark it paid. Please how can I connect the invoice and revenue, such that when revenue is added to a client, it will deduct it from their total unpaid balance?

For Prepaid customers:
Some customers are prepaid and when we add the amount they deposit as the revenue it causes lots of problems, Is there a way to make it reflect into their account balance. So that when we assign them an invoice the payment is automatically deducted from their account balance.

Because currently when we create an invoice and mark it paid, there is always a duplicate income transaction, and when there is a balance, we have to trace it manually, etc. Take for example John Doe Makes a deposit of $500 today. We add it as revenue and then tomorrow, he makes a purchase of let's say $450, we add an invoice, mark it paid. However, the income will reflect $950. How can we make it work properly?

Thanks.

Hello,

Thank you for your feedback. You can use Credit-Debit Notes for your requests above. You can go to the page from the following link.

https://akaunting.com/apps/credit-debit-notes

Kind Regards,
Melda