Hi,
Pls look at the below link, https://emergentvisiontec.cetecerp.com/order/MN3244.1/proforma
As the term is “Prepaid” (100% prepay), Total order including tax is $5,529.44 and so far total customer payment was $5,188.85 so the “Down Payment Remaining” should be $340.59 while different amount is shown. so below fields require fix:
Down Payment Applied to the shipments
Down payment remaining
Order Total (should include the Tax, Freight, etc.)
Total Down Payment Required
This is a repeated issue with Performa and always problematic.
Thanks
Would you be able to send me 2-3 other examples of where you’re seeing this? I know you said this was not the only pro forma invoice where you’ve noticed an issue.
So far, I did figure out why the “Down Payment Remaining” amount is $251.85 instead of $340.59. “Down Payment Remaining” is not the amount of the down payment that the customer still owes. “Down Payment Remaining” is the amount of the down payment you received from them that has not yet been applied to the order. So $251.85 is correct.
I’m looking into the other issues you sent over now.
Hi,
The $251.85 as “down payment remaining” does not look right:
1.$5188.85 as the payment was received and all applied
2.The field caption is “Down payment Remaining” so it should show the owed balance.
I do not have any other example at the moment but this problem always happen when the paid amount is less than required down payment. If a customer should pay 100% down but paid 95% or when a customer should pay 10% down but paid less (i.e. %8)
At the end we need to show to the customer what is the amount they owe.
I hear what you’re saying about needing to clearly communicate to your customer what the amounts on the pro forma indicate. I’m bringing this up with the team to see how we might proceed here.
Hi,
Thanks, Two main requirements are Paid Down payment and the owed balance (Down payment remaining) to the customer so I believe showing Unapplied down payment is not needed at all.
Hi,
I have same problem on different order. Below are the link for the order and for the PI. The best is to have the same info as order on the PI, highlighted in the attached image.
Thank you for your patience with us. We have a fix coming out in the next few weeks. The reason you’re seeing the discrepancy is the prepayment amount is greater than the total ext. resale from the lines.
You’re allowed to make a prepayment greater than the total ext. resale from the lines because the tax amount is included in your prepayment amount.
