When creating collections letters to customers, via Accounts receivable/Periodic/Collections/New collection letters, the list that is generated is not taking the total customer balance into consideration.
Is there any setup or parameter that we can use to only include collection letter suggestions for the invoices that is greater than the balance of the customer?
For example, lets say Customer A have 10 invoices in total. 5 of them are settled and payed by the customer. 5 are still open and needs to be payed by the customer. They are all due and we now want to generate collection letters to post to the customer for them to pay. As an example the invoices look like this:
Invoice 1 - 100 USD
Invoice 2 - 50 USD
Invoice 3 - -200 USD - Credit note
Invoice 4 - 50 USD
Invoice 5 - 100 USD
The total of the open balance would be 100 USD that we need to collect and send collection letters for.
The reason behind this is that if the customer has a credit invoice they can use to settle the other open invoices, we can use it, but need to get the confirmation from the customer.
If we include Credit note in the form selection for generating the list of invoices for collection, it will not help, it will instead generate a collection letter for the due credit note as well, which is not allowed...
What i would like to see is that the generation would somehow understand that it should take the total open balance into consideration and only suggest invoices to send collection for that are more than the customer have for credits. So, in my example that would for example be Invoice 1 only, or invoice 5 only, or invoice 2 and 4 only.
Not sure i´m making any sense or not. Thanks in advance.
