Here’s a link to the House Accounts help document. But to basically answer your questions, invoices can be created at any time (including automatic invoices. This will create an invoice that includes all activity (including payments) since the last invoice was generated.
Any new transactions added to the house account will be included on the next invoice, and customers can fully or partially pay any existing invoice. But creating invoices does NOT close the house account. It just gives the customer an invoice for the current balance due at the time the invoice was created.
@EricaMerica before I try to answer, I need to ask a question.
Are you saying that your customers give you partial payments BEFORE you have generated an invoice for them for that period?
If so, why don’t you edit their house account details and set the recurring invoice frequency to Weekly? Then an invoice will be ready for them to pay without coming in or to pay with a card when they do come in.
Alternatively, you could set the billing method to Manually Invoice, create the invoice manually when they come in to pay, and pay it normally that way.
Lastly, if I have totally missed the point of your question, let me know.
Here’s a link to the House Accounts help document. But to basically answer your questions, invoices can be created at any time (including automatic invoices. This will create an invoice that includes all activity (including payments) since the last invoice was generated.
Any new transactions added to the house account will be included on the next invoice, and customers can fully or partially pay any existing invoice. But creating invoices does NOT close the house account. It just gives the customer an invoice for the current balance due at the time the invoice was created.
