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bonnie-klemens
September 3, 2019
Question

Short payments by customers

  • September 3, 2019
  • 2 replies
  • 0 views

How do we apply a payment for a customer that short pays their account with a debit memo that is not in our system. We will only issue a credit memo when we have verified that there is a a defective part that has been returned. How do we apply the payment? Payment example of $100.00, Invoice 1 $50.00, Invoice 2 $75.00 Debit memo $25.00. How do we account for this debit memo for future tracking purposes? 

2 replies

J
JamesM
September 3, 2019

Hi there, 

 

Thanks for reaching out to the Community. I want to make sure you get the support you need. 

 

I recommend calling our phone support team through our Contact Us page for further assistance with this. One of our phone experts will be able to take a closer look at what you're describing and get to the bottom of this ASAP. The hours of operation are Mon - Fri 9 AM - 6 PM EST and Sat 9 AM - 6 PM. Let me know if you have other questions. I'll be here to assist. 

 

Rustler
Rustler
September 4, 2019

@bonnie-klemens 

 

The choice is to accept the debit memo, or not, it seems as if you are accepting it as valid.

 

In that case, create a customer credit memo for the $25, then in receive payments apply the CM to the invoice and receive the amount paid.

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