I have a credit (customer paid invoice twice) I want to apply against an existing Invoice for the same customer. The new invoice has a different Category and I understand that this means the outstanding invoice isn't available to apply the credit to from the Returns & Credits window.
How do I apply the credit note funds against the existing outstanding invoice and then pay the balance credit to the customer as a refund.
thank you
Hi
The second payment should be recorded/allocated against the outstanding invoice ( receive payments) that you wish to put it against in the amount put the amount paid and MYOB will recognise it as an overpayment and create a credit note which you can then settle through the sales command centre as normal
Hope that helps
Lisa
Hi Lisa,
In this case, the double payment was received a couple of months ago, long before the second (different category) invoice was issued. We knew the second invoice was coming and with the clients authority have kept to funds to settle the second invoice and refund the balance. It's sitting as a credit and has been for a couple of months.
I think I'm looking for a way to "pay" it somewhere and then "receive" it again.
Regards
Lisa
Ok the payment that you received a couple of months ago - how did you deal with it?
My understanding Is ithat is sitting as a credit for that customer, is that correct.
the only way that the credit would not be able to be applied to the customer is if the customer name is different as it is just a credit.
What have you tried?
I suggest you do the following steps
in sales drop down select settle returns and credits
select the customer
select (bottom left side) apply to sale
change the amount to match invoice amount and record
then again from the bottom left corner select pay reund
select the account you want to pay from and record
process payment
should be done
Hope that helps solve it
Lisa
