In Banking matching payments to invoices- sometimes we have over or under payments. How do we allocate them to be either a credit on their account or still overdue?

Hi user 16884 If your customers overpay you you can go to the invoice and select the receive payment option enter the correct date and bank account in the deposit to field and in the amount received box enter the amount that was actually received, this will create a credit/unapplied payment on the customers account and you'll be able to match the amount on the banking screen to the payment by selecting find match. If a customer underpays you you can also select receive payment on the invoice entering the correct date, bank account and the amount received and you'll then be able to match the amount showing on the banking screen by selecting find match and matching it to the payment.