3 years ago
Customer overpayment and allocation to bank feed transaction
I need help, I haven't been able to find a solution for this issue in any of the forms or help pages.
I have a customer who has overpaid their invoice. They have asked for us to hold onto the credit amount for them to use at a later date. I have tried "Take Payment" and "Customer Returns" but neither of these options allow me to match the original transaction in the bank feed.
How do I create the credit so I can allocate the bank feed transaction so that my account reconciles?
Thanks