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JudeS1's avatar
JudeS1
Contributing User
5 years ago
Solved

Customer has paid the same invoice 3 times and now I can't match it

I have had the same customer pay the same invoice 3 times.   The first payment was matched to the initial invoice.   The 2nd invoice was also matched using the "Closed invoices" option and thus c...
  • Emily_B's avatar
    Emily_B
    5 years ago

    Hello JudeS1 

     

    I just wanted to check and see how you got on with the above. Were you able to resolve your issue, or is there anything further I can assist with? If my response did answer your query, please do click the green 'Accept as Solution' button so that other users can find this information more quickly.

Emily_B's avatar
Emily_B
Former Staff
5 years ago

Hello JudeS1 

 

AccountRight allows for the user to create a credit note for a customer through a variety of methods:

  • Reversing an already recorded invoice for the customer - which you've done
  • Applying an overpayment to an invoice - which you've done against the 'Closed Invoice' option, creating a credit
  • Manually entering in a negative invoice.

So for the last payment which you don't have an invoice for, you can create a manual credit with a negative invoice. Go to  Sales >> Enter Sales >> *select the customer* and enter a negative invoice. This will generate a credit note for the customer which can then be seen in Sales >> Sales Register >> Returns & Credits, ready to be applied to an existing invoice in the future, or a refund to be paid. Let me know how it goes and if I can assist further.

Emily_B's avatar
Emily_B
Former Staff
5 years ago

Hello JudeS1 

 

I just wanted to check and see how you got on with the above. Were you able to resolve your issue, or is there anything further I can assist with? If my response did answer your query, please do click the green 'Accept as Solution' button so that other users can find this information more quickly.

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