client balance
Good afternoon. Please tell me a question, I have a business process Hourly tasks. The client orders a service, the business process establishes the client's obligations to us, and we are 100% exactly the same. After the service is completed, we make the posting of the goods. Our obligations are now 0. He has minus the cost of the service. After the client pays, we make an incoming payment. His obligations are now also equal to 0. But in the client’s personal card, his balance increases every time, how to overcome this
Original question is available on version: ru
Answers:
Alexander wrote:
But in the client’s personal card, his balance increases every time, how to overcome this
Provide a link to such a contact - we will explain in more detail with an example.
25.11.2021, 14:00
Original comment available on version: ru
25.11.2021, 14:10
Original comment available on version: ru
https://box.asoft.com.ua/admin/customorder/order/mode/list/?filterclientid=19075...
display the columns "Our obligations" and "Client obligations" in the list of processes - and you will see for which processes they are not repaid to 0.
display the columns "Our obligations" and "Client obligations" in the list of processes - and you will see for which processes they are not repaid to 0.
25.11.2021, 15:14
Original comment available on version: ru
There, I deduced all six columns, but I did not understand anything. In his personal account, in general, the amount is another 12630 hryvnia. His balance is obtained. When money comes from him, it increases, although he should have closed the minus, but they are not written off from his balance. Maybe they need to be written off separately
25.11.2021, 15:22
Original comment available on version: ru
https://box.asoft.com.ua/admin/customorder/order/60021/edit/
https://box.asoft.com.ua/admin/customorder/order/59991/edit/
https://box.asoft.com.ua/admin/customorder/order/59970/edit/
https://box.asoft.com.ua/admin/customorder/order/60035/edit/
Here, according to these processes, there are obligations of the client (which can be seen in the block of totals) - and they appear in the contact card.
As soon as you pay them off, it will be 0.
https://box.asoft.com.ua/admin/customorder/order/59991/edit/
https://box.asoft.com.ua/admin/customorder/order/59970/edit/
https://box.asoft.com.ua/admin/customorder/order/60035/edit/
Here, according to these processes, there are obligations of the client (which can be seen in the block of totals) - and they appear in the contact card.
As soon as you pay them off, it will be 0.
06.12.2021, 14:38
Original comment available on version: ru
Can you tell me how to remove them now? To check if the balance will become zero
06.12.2021, 14:54
Original comment available on version: ru
Alexander wrote:
I mean this balance
Initially, you did not provide this data.
In the account, the difference between incoming and outgoing payments is displayed as a balance (if the client is a company, then employee payments are also taken into account).
06.12.2021, 15:05
Original comment available on version: ru
Well, he doesn't have that money on his balance sheet. We have a service, for example, then the expected payment is set. The client has an obligation for the amount of the service. Then, when money comes from him, we note in the expectation of payment that the money has come in. Based on this, an incoming payment is formed, but since he had an obligation before, as I understand it, he should have 0 on his balance sheet, and it adds them. I don't understand how to do it right
06.12.2021, 16:09
Original comment available on version: ru
Alexander wrote:
Well, he doesn't have that money on his balance sheet. We have a service, for example, then the expected payment is set. The client has an obligation for the amount of the service. Then, when money comes from him, we note in the expectation of payment that the money has come in. Based on this, an incoming payment is formed, but since he had an obligation before, as I understand it, he should have 0 on his balance sheet, and it adds them. I don't understand how to do it right
https://box.asoft.com.ua/admin/shop/finance/?clientid=19075&ok=1 he has 14,730.00 UAH. incoming payments - this is the balance of payments.
You can at any time go to the settings of the Client Cabinet and hide the withdrawal of this balance https://box.asoft.com.ua/admin/shop/boxclient/1/interface/ , or calculate it according to obligations, as you need. Then you will need to correctly configure process obligations and that's it.
08.12.2021, 16:35
Original comment available on version: ru
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