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A
Atlas Sarah
August 15, 2023
Question

Customer overpayment

  • August 15, 2023
  • 1 reply
  • 0 views

We issued two invoices to one of our customers fairly close together. 

 

The customer paid their first invoice and made an overpayment, so this was credited to their account.

We have just received the second payment from the customer, which this  time matches the amount charged in the second invoice, however they are still £10.00 in credit. 

 

When I try to match the payment for the second invoice in the banking section, it will not allow me to save the match, due to the £10.00 difference. 

 

We would like to keep the £10.00 credit in the customer account and then remove it from the next issued invoice which needed in the future, but how do we match the banking transaction and allow the second invoice to come up as paid? 

Seem to be going around in circles with suggestions on here and tying myself up in knots. 

1 reply

A
Ashleigh1
August 15, 2023

 Hello Atlas Sarah, thanks for posting on the Community page, if the payment on the banking page is lower than the amount on the open invoice, you would just need to change the payment amount next to the invoice when you match if off. If the difference is due to the 10.00 credit applied to the invoice, you will need to delete the receive payment that links the invoice and the credit note.

A
Atlas SarahAuthor
August 18, 2023

How do I go about this? I now have -£10.00 on the customers account, and it states unapplied. I tried to create a new invoice for the customer to just see if the £10.00 would be removed automatically but it doesn't. Very confused and seem to be getting more as time goes on. What have I done wrong.

G
GeorgiaC
August 18, 2023

Hi Atlas Sarah, we'd recommend calling our support team on 0808 234 5337 - the agents available here will have access to set up a screen share to view this with you so that the payments can be applied correctly. This line is open Mon - Fri, 8 am - 7 pm, free from UK mobile & landlines. 

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