Overpayment by customer
A customer has paid me 3 times for the same invoice. I can allocate the original payment and then the 1st overpayment against the invoice involved, but when they have paid it again I can not allocate it against the paid invoice again because it is no longer in the closed sales. I do not have another invoice to allocate to/ or would not prefer to allocate to another invoice at this stage. How do I overcome this.
AccountRight will only allow for a closed or open invoice or order to appear in the Receive Payments window. If an overpayment has been made on an invoice it would actually make that invoice a credit and thus not appear in that window.
Should you need to apply multiple payments to that credit invoice the process I would use is outlined below:
- Delete the current payment on that invoice that made it a credit - Open the Recieve Payment transaction and select Edit>>Delete payment
- Process the individual payments as Recieve Money transactions with the Deposit to Account being the bank account and the Allocation Account being a holding bank account*
- Once recorded, do a Sales>>Receive Payment transaction with the Deposit to Account being the holding the account for the full amounts of those payments.
Holding bank account created via Accounts>>Accounts Lists>>New - give the account a number, name and set the account type to be Bank.
