π Problem Statement
Payment processors such as Stripe accept payments when the amount received is short by $0.50 or less, which results in the invoice being marked as paid. Pelcro then adds the remaining amount as an outstanding debit balance on the customer's account, which is carried over and included as an amount due on the customer's next invoice.
Currently, the write-off functionality does not support writing off these debit balances. This can leave small outstanding balances on customer accounts, including test accounts that may never have another invoice to which the balance can be applied. It can also cause confusion for customers when these small balances appear on their accounts or are carried over to a future invoice.
The client would like the ability to write off these debit balances when appropriate.
π‘ User Story
As a finance/accounting user,
I want to be able to write off small debit customer balances,
so that I can clear immaterial outstanding balances from customer accounts and prevent them from carrying over to future invoices or creating confusion in customer statements.
π― Definition of Done (DoD)
Users can write off debit customer balances through the dashboard, clearing the outstanding balance to zero.
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Backlog
Pelcro Product
7 days ago

Nada Shoukry
Get notified by email when there are changes.
Backlog
Pelcro Product
7 days ago

Nada Shoukry
Get notified by email when there are changes.