Hi Lisa
The customer paid the invoice twice. I receipted it twice and it is now sitting as a Credit - correct.
The new invoice is for exactly the same customer BUT using a different "Category" MYOB help flags you can't do it when invocies have a different Category, but don't give you a solution:
It seems to be me that the credit funds will have to be "paid" somewhere - perhaps a holding accoutn of some sort, so that funds could then be allocated to the new invoice. I'm just not sure how to do this.
Or perhaps there is another option?
The client has authorised this so we'll look silly if we have to actually refund the funds to them and then request re-payment.
thanks for considering this for me.
Lisa
Hi again
I am not sure what you mean by another category - as a credit should just be money against a customer .
Screen shots would be helpful - but no matter.
Additionally - are you reducing the credit amount in the credit to match the invoice amount? It won't do an unbalanced amount.
But to move forward yes pay it from another 'holding account' account
So settle the complete refund from settle refunds
Pay it ( it needs to be a bank account ( maybe undeposited funds))
Then receive the payment from undeposited funds
then pay the refund from undeposited funds
This will produce a bank deposit as a withdrawal which you can match with bank feeds
I am basing this reply on you being able to do a direct bank payment to your customer , i.e. that you wont require a batch payment ( in that case use electronic payments clearing bank account )
Good luck - hope this helps
Lisa
