Overview
When the always-mark-initial-invoice-as-paid-first setting is enabled, the system ensures that down payments are applied to the Initial Invoice first, regardless of the invoice due dates. This resolves issues where down payments are incorrectly applied to subsequent invoices due to the Initial Invoice having a later due date.
Behavior
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Default Payment Order
Without the setting enabled, the system applies down payments to invoices based solely on due dates, which may result in later invoices being marked as paid before the Initial Invoice. -
With the Setting Enabled
- The system prioritizes marking the Initial Invoice as paid before applying payments to any other invoices.
- Invoices are dynamically reordered during payment allocation to ensure the Initial Invoice receives payment first.
Key Notes
- Navigate to Advanced > Settings and enable always-mark-initial-invoice-as-paid-first to activate this behavior.
- This functionality prevents billing discrepancies and ensures accurate invoice tracking.
- When disabled, invoice payments follow the standard due-date prioritization.