Apply an overpayment to a different customer
A customer has overpaid an invoice (in March 2023) and this has been applied and reconciled with a credit in place. This customer runs multiple businesses under different names, and now has requested that we apply the overpayment to a different customer (in September 2023).
Is there an easy way to apply this payment?
Hi Mummsy,
Thanks for posting your concern in the forum.I understand how uncommon this scenario is. In my understanding, we are trying to apply credits from a customer to another customer's invoice in the file. Unfortunately, the application does not have a feature specific to this scenario. You could create a clearing account to refund the overpayment and pay the other customer using that clearing account, but I would suggest seeking advice from an accountant with this since this is considered financial advice.
Let us know if you require any further assistance with this.
Thanks,
Genreve
