The Charge on Net Balance allows you to charge customers based on their total outstanding balance instead of charging them per individual invoice.
When enabled, both manual and automatic charges will be calculated using the customer's net balance.
How to enable Charge on Net Balance
At the Customer Level
Navigate to the customer's profile
Go to the Configuration tab
Scroll to the Payment Methods section
Toggle Charge on Net Balance to ON
Once enabled, this setting affects both manual and automatic charges for this customer.
Note: It only affects a single customer and is not applied to all customers.
How It Works
Manual Charging
Before enabling:
You must select a specific invoice to charge
The charge amount equals that invoice's amount
After enabling:
When you click Charge Customer, the system automatically charges the full net balance
You don't need to select individual invoices
The charge covers the customer's entire outstanding amount
Note: If you select a invoice and try to charge it using the old functionality you will get the following error:
Automatic Charging
Trigger behavior:
Auto-charges still trigger when a new invoice with the freshest due date is created
Instead of charging only the new invoice amount, the system charges the entire net balance
Using Net Balance Charging in Workflows
You can automate net balance charging using workflow action nodes.
Setting Up a Workflow Action
Create or edit a workflow
Add an Action Node
Select the Enforce Net Balance Charge
Configure criteria to determine which customers should have this enabled
Use Cases
Automatically enable net balance charging for customers with multiple overdue invoices
Apply net balance charging when a customer reaches a certain balance threshold
Enable based on customer tags, payment history, or other criteria