Apply Credit Note Automatically

Apply Credit Note Automatically

We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it.

Here's an example for a Recurring Invoice...
If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied toward the balance of the invoice.
  1. If the credit is enough to cover the invoice balance, the invoice get marked as "paid" and the Credit Note gets updated accordingly.
  2. If the credit is not enough to cover the invoice balance, the remaining balance is paid off via the credit card. The Credit Note is marked as "closed"