Hi All - I have had a customer who has paid an invoice twice. He was happy with a credit note so I applied 1st payment to the invoice and created a credit note. At this stage he has zero invoices to apply it to so is happy to wait for when he places another order. How do I reconcile this? The money is in bank acct and on bank statement I need to apply it. Thanks Fran
Hi Marsh3216
In MYOB, you can apply the second payment to the credit note you've created for the overpayment. This will leave a credit on the customer's account that can be used for future invoices. When reconciling, you can match the bank transaction to the payment applied to the credit note. If you need more detailed steps, this helpful article about customer overpayments has guides that can help. Let me know if you have other queries!
Cheers,
Shella
