Solved
Customer overpayment
Hi, a customer has made a payment with no open invoice, we want to create a credit note for him for future invoice, and the payment is sitting in my bank transactions page (with no invoice to allocate it to). What is the best way to deal with it as if I create a credit note for him, I can't assign this payment with the credit note in my bank transaction page?
Hi mtu123
You can create a customer return for this amount and process it in the future, against the customer’s next invoice. Creating customer returns and processing customer returns have detailed instructions on the process.
