Hi Paula3 , record a customer payment for $120, allocate $40 to one invoice, and overtype $80 into the amount applied field for the second invoice, then record. A message will appear to say that a credit is being created.
Hi Paula3 , the amount applied will contain the amount of the invoice, so immediately click back on that value and type the amount received. Clear the "finance charge" field and select record. You will be warned that a credit note will be created, confirm to record.
The credit can be seen in the sales register, returns & credits tab, and can be settled against a future invoice or refunded.
Good morning Mike,
Thanks for your reply.
I still have this issue.
A client has 2 invoices of $40 each and has paid $120 istead of $80. how could i create $40 credit note for this client?
Please, find attached screenshoots.
Thank you so much for your help.
Paula
Hi Paula3 , record a customer payment for $120, allocate $40 to one invoice, and overtype $80 into the amount applied field for the second invoice, then record. A message will appear to say that a credit is being created.
What should I do when the credit doesnt create by itself?
I have payment received in advance, tried to close the original invoice with a credit amount.
Hi Jasz,
Thanks for posting and welcome to the Community Forum.
I understand how important it is to make sure that the credit gets recorded. Any amount paid more than the invoice would create a credit in the application. There is no way around this. In fact, this is how we recommend using the application. If this still confuses you, I recommend reading this article, Customer Overpayments and Double Payments. This explains in detail how the application handles overpayments.
Let us know if you require any further assistance. We're happy to help.
Thanks,
Genreve
