Business invoices over/pre payments

[Geert Janssens]

On Wednesday 30 April 2014 13:03:15 Mike Evans wrote:
> On Wed, 30 Apr 2014 13:39:15 +0200
> 
> Geert Janssens <janssens-geert at telenet.be> wrote:
> > On Wednesday 30 April 2014 12:07:06 Mike Evans wrote:
> > > Hi Geert.
> > > 
> > > Ah OK, that clears everything up.  I didn't know about selecting
> > > multiple invoices and/or Pre-payments, or the Preferences option. 
> > > It
> > > definitely needs to go in the documentation.
> > > 
> > > As to mouse over text and the manual, I obviously need to have
> > > more
> > > experience with the new-fangled way of doing things before
> > > suggesting
> > > anything. :)
> > > 
> > > The two paras below are just me confirming the behaviour, it all
> > > seems to work as intended.
> > > 
> > > As a test in a new file I created two invoices of 400 each, posted
> > > them and received 1000 which I paid against invoice-01.  Then
> > > selecting invoice-02 + Prepayment(of 600) again processed the
> > > payment.  Now looking at my checking account I see 1000 in and 200
> > > out.  But I wanted to keep that 200 against the next invoice I
> > > give
> > > the customer.  I can however delete that entry from the bank
> > > register
> > > and all is well again.
> > > 
> > > Now reopening the test account, without saving (in order to try
> > > again)> > 
> > >  I do as above except, for invoice-02 I again select both the
> > >  invoice
> > > 
> > > and the Pre-payment and attempt to set it up so that the I get to
> > > keep the extra money.  On opening the dialog, in the Amount
> > > section,
> > > Payment = 0.0 and refund = 200, but I want to keep the 200. The
> > > customer is happy that I do this obviously.  Setting Refund to 0.0
> > > greys out entire Transfer Account tree, which was a little
> > > confusing
> > > as I thought I'd screwed up again, but clicking OK processes the
> > > money the way I want.  I get to keep the money!
> > > 
> > > I assume you refer to "Auto pay on posting" in the Preferences
> > > dialog?> > 
> > >   This only works when posting a new invoice when a Pre-payment is
> > > 
> > > already present.  If the two invoices are already posted before
> > > the
> > > (over)payment then the automatic payment doesn't happen, as it
> > > used
> > > to.  I had to unpost then re-post invoice-02 for this to work.
> > > Perhaps I mis-understood again.
> > 
> > That's a subtle change in behaviour indeed. It works as follows:
> > If you select any invoice in the payment dialog it will only
> > evaluate those invoices for the payment. If you want the payment
> > dialog to evaluate all open invoices (i.e. the old behaviour), you
> > should ensure no invoice is selected at all.
> 
> Aha but, the only way to have no invoices selected is to open the
> payment dialog via Business->Customer->Process Payment, when not
> currently in an invoice tab, then select a customer.  But now the OK
> button is inactive and there's a warning that says I must "select at
> least on document or pre-payment to process".
> 
> Ah. I've just discovered that CTRL+L_Button toggles the selection. 
> The above still applies though, inactive OK.

Hmm, that's probably due to one of the patches that went into 2.6.3 to make 0 valued 
payments work. I believe that option is too restrictive. I should revisit this once more...

Geert