I created a superbill for a client the other day while they still had an open/unpaid invoice. I was planning to run their card for their open invoice as soon as I finished creating their super bill. In anticipation of this, I entered the anticipated payment I was about to run for the date of the open invoice. Unfortunately, your system misinterpreted this information and automatically "processed" and "applied" the "payment" from the superbill (which I had not yet charged to the client's card) to the client's open invoice.

As happens, I forgot to charge the client's card after I sent their superbill. However, I never was alerted to the uncollected and past-due balance because your system erroneously (and automatically) recorded that their open invoice had been paid when I was creating the superbill and entered the amount that I was going to be charging to their credit card on the SB. It wasn't until weeks later, while reconciling my Stax credit card transactions, that I realized there was no corresponding transaction for that invoice. It took a ridiculous amount of time to try to uncover why the invoice was showing as "paid" when the balance owed had not actually been charged to nor received from the client. Because of the limited information that you include on your "receipts", it was nearly impossible to figure out that the client had not actually been charged. Also disappointing that the activity log on the invoice seemed to think that I (rather than the system) intentionally entered this 'ghost' payment on the invoice.