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New Member
Posts: 41
Registered: ‎12-13-2017
Kudos: 48

Oldest Invoice First For Payments

Is there a global setting that forces all payments to be applied to a clients oldest invoice first? Also is there anyway to customize the client zone page so when a customer clicks the "Pay Online" button the payment form is auto filled with their total account balance instead of just that one invoices outstanding balance?

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Ubiquiti Employee
Posts: 3,804
Registered: ‎12-10-2015
Kudos: 1345
Solutions: 294

Re: Oldest Invoice First For Payments

Hi,
1) when no specific invoice is chosen to be paid, the automatic payment assignment to the oldest invoice is the default behavior and it cannot be changed in the system settings.
2) when client clicks to pay online for a specific invoice, it might be odd to show a different amount to pay.

open to discussion, feel free to create a new feature request separately for both 1 and 2
New Member
Posts: 41
Registered: ‎12-13-2017
Kudos: 48

Re: Oldest Invoice First For Payments

1)Is it even possible to make a payment in the Client zone without selecting a specific invoice? What we are trying to avoid is customer's accidentally paying their newer invoice, and not their older invoice resulting in their account being suspended for an older invoice even though they made their payment. Or if they are already suspended, and they don't select the oldest invoice that is causing their suspension they could make a payment without the suspension ending.  https://community.ubnt.com/t5/UCRM-Feature-Requests/Limit-clients-to-only-being-able-to-pay-oldest-i...

 

2)I created a feature request to add a "Pay Total Balance" button below the list of invoices in the Client Zone.  https://community.ubnt.com/t5/UCRM-Feature-Requests/Pay-Total-Balance-button-in-Client-Zone/idi-p/26...

Ubiquiti Employee
Posts: 3,804
Registered: ‎12-10-2015
Kudos: 1345
Solutions: 294

Re: Oldest Invoice First For Payments

Sounds reasonable. Thanks for the feature request, if it gets more votes, we will look into it sooner. Note that we also plan a huge redesign of the client zone, which will become even more client focused and this request might be included.
Veteran Member
Posts: 5,859
Registered: ‎07-03-2008
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Re: Oldest Invoice First For Payments

Good to hear this.  I'm hoping you will include the ability to select multiple invoices for payment.  Right now the customers have to make multiple payments (which incurs multiple swipe fees).

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