Incorrect Invoice Amount

Richard J. shared this question ago

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I have a repeat customer that has just completed a booking online and requested the invoice.

I download the pdf invoice for them to send but it's applied a payment from their previous booking despite this NEW lead, not having any payments attached to it?

The NEW booking is for $960, yet it's showing $3080 in the "paid" section and then still asking for the full balance of $960?

The lead number is 13725969

13725969

137259691372596913725969

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Comments (2)

Jen H. ● 13 months ago

This is no longer showing this?

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Richard J. ● 13 months ago

I assume that's because we just applied their real payment to the job and it's fixed itself.

That doesn't alleviate the issue that arose in the first place however (per the screenshot attached previously)

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Susan M. ● 13 months ago

If you look in the log of this lead it looks like a lot of info was being pulled from an old lead? Maybe the customer edited an old lead instead of starting fresh?

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Richard J. ● 13 months ago

If a job is in "Completed" status, a customer shouldn't be able to edit it?

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Susan M. ● 13 months ago

I am wondering if they did an "edit" and it was the equivalent of copying the info over. If you look at the log you will see the dates had to be changed from 2022

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