make it obvious when a credit balance has been used to pay an invoice
We had a situation where a member had money owning to them (their account was in credit) and were due a refund. Before I had a chance to refund them, they had paid another invoice using that balance. Separately our treasurer refunded them from Affinipay, not realizing they had already used their credit. We only spotted it because the member realized what had happened. Trying to figure it out in Wild Apricot took a massive amount of detective work.
Whenever a credit balance is used as all or part of a payment, it should be clearly identified as such in the payment metadata, and should be searchable. If the member hadn't spotted that this had happened, it would have been virtually impossible to tell from Wild Apricot that they owed us over $1000.
Nick Howe
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