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secretsquirrel's avatar
secretsquirrel
Contributing User
9 months ago
Solved

Transfering customer credit from one card to another

we had received an double payment from a customer last year and it was coded to the GL sundry debtors instead of being posted to customer card. 

 

So for this years invoice, they want it to be offseted from last years payment 

 

How can i move from the GL (Sundry debtors) to the customer card to offset their current year invoice.

 

 

  • Genreve_S's avatar
    Genreve_S
    9 months ago

    Hi secretsquirrel, 

     

    Thanks for reaching out. 

     

    Sorry to hear about your difficulties managing credit for your customer. Generally, if a customer has overpaid an invoice, the extra amount would be converted into a credit to be used as a refund or could be used against an invoice. Here is the help article Customer returns, credits and refunds, which would guide you with the process.

     

    Let us know if you require any further assistance. We're happy to help. 

     

    Cheers, 

    Genreve

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  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    9 months ago

    Hi secretsquirrel, 

     

    Thanks for reaching out. 

     

    Sorry to hear about your difficulties managing credit for your customer. Generally, if a customer has overpaid an invoice, the extra amount would be converted into a credit to be used as a refund or could be used against an invoice. Here is the help article Customer returns, credits and refunds, which would guide you with the process.

     

    Let us know if you require any further assistance. We're happy to help. 

     

    Cheers, 

    Genreve