A client over paid an invoice so was provided with a credit note.
The client applied the full invoice amount to their payment instead of the credit note amount.
Appreciate assistance in how I apply this to their payment?
Many thanks.
Thank you for your assistance Yanike, however maybe I didn't explain the situation correctly.
The invoice was over paid several weeks ago, leaving the client with a credit. When the client applied the credit to their next payment, instead of applying the credit amount, they applied the full amount of the invoice eg:
Invoice $1,000.00
Paid $1,500.00
Credit $ 500.00
Credit applied to next payment $1,000.00
Owed by client $ 500.00
Hi @Security360
Thanks for your post. This is how you usually handle customer overpayments: Customer overpayments and double payments. And this is usually how you settle the credit: Settling customer credits.
You can apply the credit note to an open invoice or if they have no open invoices, you can hold onto the credit note and apply it to a future invoice or record a refund.
Self-help & Learning
Level up your skills and find answers across all MYOB products
Help Guides
MYOB Academy
