Re: [Emerald] Overpayment

Dale E. Reed Jr. ( (no email) )
Wed, 13 Oct 1999 13:09:44 -0700

"David V. Brenner" wrote:
> Here's the scenario:
> Customer is invoiced for 1 month ($20) and he decides to pay for three
> ($60). What is the proper way to enter this payment so that the account
> does not expire after 1 month? We have some customers who overpaid in this
> manner and even though they had a balance of -$40.00 (that is, a credit)
> they still expired.

In the next billing run, Emerald will create and auto-pay the invoice
(paying the invoice moves the expire date) if the resulting balance
(ie previous balance + new charges) is less than or equal to 0.

> Next question, but along similar lines:
> We only recently began to use Emerald for billing and we have opted for
> 'anniversary' as opposed to 'monthly'. Should we be invoicing daily?

Probably not. Weekly, would be more than suffice in most cases.

> Should this be done with the Auto Batch feature? What happens to those
> who've been invoiced already (i.e., yesterday)? Will Emerald generate only
> invoices for new accounts or will I have customers screaming that they've
> been invoiced three times in a week? <g>

Emerald will not create multiple invoices for the same period.


Dale E. Reed Jr. Emerald and RadiusNT__________________________________________IEA Software, Inc.

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