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Matty72's avatar
Matty72
Experienced Cover User
2 years ago
Solved

Crediting a customer account when no remittance advice is provided

I have a situation that arises from time to time where a customer has several outstanding invoices for the same amount and sends a payment for that amount without referencing the invoice number on th...
  • sues0204's avatar
    sues0204
    2 years ago

    Hi Matty72,

     

    The only way I've found to do this is to firstly create a $0 value invoice for the customer.  Then, when you are allocating the payment, be sure to check the Include Closed Sales check-box, so that you can allocate the payment to the zero value invoice created earlier.  You can theoretically re-use this $0 invoice for this purpose repeatedly.  see pic attached.

     

    Hope that helps.

sues0204's avatar
sues0204
Trusted Cover User
2 years ago

Hi Matty72,

 

The only way I've found to do this is to firstly create a $0 value invoice for the customer.  Then, when you are allocating the payment, be sure to check the Include Closed Sales check-box, so that you can allocate the payment to the zero value invoice created earlier.  You can theoretically re-use this $0 invoice for this purpose repeatedly.  see pic attached.

 

Hope that helps.

Matty72's avatar
Matty72
Experienced Cover User
2 years ago
sues0204 wrote:

Hi Matty72,

 

The only way I've found to do this is to firstly create a $0 value invoice for the customer.  Then, when you are allocating the payment, be sure to check the Include Closed Sales check-box, so that you can allocate the payment to the zero value invoice created earlier.  You can theoretically re-use this $0 invoice for this purpose repeatedly.  see pic attached.

 

Hope that helps.

 

sues0204 Thank you this approach successfully resolved the issue

 

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