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Matty72's avatar
Matty72
Experienced Cover User
11 months ago

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
    11 months 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

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
11 months 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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