mtu123
3 years agoMember
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 allocat...
- 3 years ago
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.