[GNC] .Re: Revisiting the pre-paid invoice (coupon, credit note

[Adrien Monteleone]

The Customer Report can show current 'credit available' once the 
pre-payment is processed and can be given to the client. Of course, this 
doesn't show rate info, etc. (though a footer type stylesheet might 
offer room for such info)

An alternative would be to create a Credit Note and send that to the 
client, but then a conundrum ensues:

The usual process for a Credit Note is to use *it* as 
payment/partial-payment for an invoice, but in this case, the customer 
is still paying in full. Credit Notes are for situations like discounts 
& allowances or other refunds/reductions from an invoice so the customer 
doesn't have to pay the full original price and where a discount wasn't 
applied on the original invoice.

It may be that the best option is to create a document outside of 
GnuCash to give to clients that reflects the initial credit available 
with other desired information. From then on, regular invoices and 
Customer Reports should suffice.


Regards,
Adrien


On 7/13/22 12:23 PM, davidvernonlong at gmail.com wrote:
> Hi Adrien,
> 
> I had the same thought as you "I'm curious why you raised an invoice for a
> payment against a coupon/credit note." But I guess the reason is that a
> document will be created if an" invoice" is raised for the prepayment which
> he can send to the student called "Coupon for future studies" or " Proforma
> Invoice" with hours and rates or whatever, and then when the actual
> tutorship is completed, he can raise an invoice and send that to the student
> too and post it to revenue, which will need to be offset against the
> prepayment. The billing system will produce the documents nicely.
> 
> Otherwise, if that's not the reason, I would agree with you entirely as your
> procedure is simpler.