tag:help.cashboardapp.com,2012-10-23:/discussions/suggestions/437-managing-credit-and-auto-scheduled-invoicesCashboard: Discussion 2014-11-15T00:09:24Ztag:help.cashboardapp.com,2012-10-23:Comment/350100842014-10-20T21:20:44Z2014-10-20T21:20:44ZManaging Credit and Auto Scheduled Invoices<div><p>Hi Jayme, thanks for taking the time to explain your
process.</p>
<p>Right now there's no preference/configuration to turn off the
application<br>
of existing credits to scheduled invoices. If you intend to work
this way<br>
there are a couple of options.</p>
<p>1 - Accept that the outstanding credit will be applied &
explain to your<br>
clients their running bill was applied to the scheduled fee.</p>
<p>2 - Turn off auto-send for schedules so you can adjust before
they get sent<br>
out. If you don't have ongoing projects for clients you could still
have<br>
those auto-send, while just turning off the auto-send for clients
you're<br>
working on projects for.</p>
<p>I know that's not ideal for your case, but the system in place
seems to<br>
work pretty well for the majority of our customers currently. I'm
not<br>
likely to change that behavior anytime soon.</p>
<p>Hope that explains things properly,</p>
<p>— Seth</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/350100842014-10-21T17:21:13Z2014-10-21T17:21:13ZManaging Credit and Auto Scheduled Invoices<div><p>Hi Seth,</p>
<p>Thanks for taking the time to clarify this. I was hoping that
I’d just missed a setting or similar.</p>
<p>Given that I’ll not be able to set a flag to interrupt the
auto-payment behaviour, I think Option 2 is going to have to be the
way. The first is just not going to work with project-based
accounting as my bookkeepers and I structure things. It’s a
shame as the automatic sending of repeated invoices is part of what
brought me to Cashboard in the first place.</p>
<p>Should you ever decide to offer a control setting to turn off
the auto-payment of new invoices using money received for other
reasons, I’ll be the first one to applaud loudly.</p>
<p>Many thanks,</p>
<p>Jayme</p></div>Jayme Cousins