Date on Credit Balance - used on future invoices

New Contributor

we have customers who occasionally overpay and are repeat customers so the payment is applied as an overpayment and then Service Titan creates a credit on the account.  The problem I have is that when I try to use those overpayments, the "date" of the payment reverts back to the original payment date.  For example, customer made overpayment of $500 on 11/7/22 and now has outstanding invoices totaling $357, but when if I try to apply the payment it shows the payment date of 11/7/22.  Open to any feedback or suggestions - ST does not have a resolution - already tried that.


Valued Contributor

No, I don't like that either. Sounds like it would be a great idea for you to add though. I would vote for it.