Hi,
One of my clients has had his customer make an error when paying their invoice via the online payment.
The customer intended to pay for an outstanding invoice but used the reference number from an earlier invoice that had already been paid.
How do we correct this to allocate the depost against the correct invoice?
Thanks,
AlanT
Hi AlanT
Thanks for posting.
The Bank Feeds are able to match even if the reference numbers are different. Normally with Online Invoice Payment the invoice that payment was referred to will be closed up after they process the payment, in this situation the invoice on the application should still be open.
What we could do is process the payment with the same amount and date as the Bank Feed shows for it to automatically match. This Help Article Customer payments would help you in processing the payment.
If you need further help please don't hesitate to reply to this post.
Thanks,
Genreve.
