Customer overpayment
Hi
I have a customer who paid 3 invoices in one bulk amount. He overpaid. For example:
Invoice 1: $9783.18
Invoice 2: $167.40
Invoice 3: $1207.80
Total Amount due: $11 158.38.
The customer paid me $12 636.14 which means they overpaid by $1477.76. I have transferred the overpayment back into his account.
* How do I allocate this bulk overpayment amount to the 3 invoices in the Bank Transactions feed as it won't let me match the amount to the 3 different invoices.
* How do I allocate the refunded amount of $1477.76 that I gave him back that is now sitting unallocated in my Bank Feed?
Thanks for your help.
Hi MJ7
In this case, please record the invoice payments manually - receive the exact invoice amounts for 2 of the invoices, then record all the remaining amount to the 3rd invoice, which will result a customer return created automatically for the overpayment. Then you can go to Sales > Customer returns to refund this overpayment.
After that, you shall be able to match the bank transaction of $12636.14 to the 3 invoice payments, and the refund bank transaction to the customer refund transaction as well.
