A round of improvements for teams that bill, collect and manage credit in Zoey.
Paying invoices
- Pay several invoices with credit: when a customer pays several invoices at once, the Account’s available credit is now applied.
- Take Credit for Deposits: a new setting for invoices with a deposit request. When turned on, credit covers the deposit, and a covered deposit no longer shows as requested. The invoice preview follows the same setting, so what you see is what the customer gets.
Invoice terms and late fees
- Terms without Net Terms: you can now set Invoice Terms and a Late Fee on an existing invoice even when the Account does not have Net Terms turned on.
- Adding a term to an invoice replaces “due on receipt”, so the due date and late fee follow the term you chose.
Voids and credit memos
- Void refunded invoices: an invoice can now be voided once all of its payments have been fully refunded.
- QuickBooks on credit memos: a QuickBooks Information card on the credit memo page shows whether the credit memo has synced, with its amount and Sync, Retry and Re-sync buttons. It also tells you when QuickBooks is not connected.
- New credit memos no longer pick a credit handling option automatically, so nothing happens to a customer’s credit unless you choose it.
- Fixes for credit memo dates and for UK tax on credit memos.
All of these are available now for every Zoey store.
