Direct Matching of Charges and Payments
I've been using this system for 2 years now, and what frustrates me is that fact that when a payment is recorded, it gets applied to the earliest charge and the balance looks awkward from the admin view. Could there be a way to have a drop down when recording payments so that payments could be assigned directly to certain charges?
The way that the system works now, each payment that a member makes is applied to the most recent charge. This results in confusion for our members who intend to pay a charge such as a "Security Deposit" only to see that the charge is still on their account if they have outstanding balances from other overdue charges. It can be quite the headache for me, as well as the member who then feels like they didn't make the correct payment. Also, receipts! Its incredibly important in this day and age that there is documentation for everything. Please create something that will allow a member to know exactly WHICH charge they paid as well as all the other information they may need.
Thanks for the suggestion. It’s something that we’ve talked about before and are working with the dev team to see if it can be implemented in the new platform