Misapplied Payments
Kris Smit
When a service advisor makes a mistake and applies a customer's payment incorrectly, especially from a check that's supposed to cover multiple invoices, I'm stuck. There's no built-in way for me to fix it. This leads to a lot of problems.
Businesses expect their statements to be spot-on. When my records don't match theirs because of a payment that was put in the wrong place, it causes huge confusion and makes them unhappy. It's awkward when I have to tell a customer "your balance is your balance" without a clear explanation – it just makes things worse.
I'm forced to create these incredibly time-consuming Excel spreadsheets. I have to meticulously list out all the invoices and payments just to pinpoint where the error happened. It's so inefficient and pulls me away from other important tasks.
Even though I constantly ask my service advisors that payments are applied correctly, it doesn't always happen. It shows me I need a much stronger solution than just reminding people about the process.
When a credit isn't applied correctly, it piles on the same kind of problems – inaccurate balances and even more customer frustration.
It feels like the system is missing the crucial tools for flexible payment adjustments and clear audit trails for customer accounts. We need a way to easily go in and fix these errors when they happen! Thank you!
PS - I do see that this was requested prior and did not get a lot of traction. This issue affects accounting and the customer.
B
Bill Marr
100 percent, and if its invoiced wrong there is limited ways to fix it with out full credit and re invoice.
Tony C
We agree with this too. making corrections is an issue that take more time than needed.
Mark Tornatore
100% on board with this. This is a real concern. I strongly urge Protractor to give serious considerations to developing a streamline soluton.
Fay Porter
Yes, yes, yes! The accounting situation in general doesn't seem to be well addressed, I am sure it's because fewer people have to deal with the accounting portion of the system. So, us few need to shout louder, I guess.
Kris Smit
Fay Porter I saw your previous request and whole hardheartedly agree.