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, davidvernonl...@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.
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