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Angela0011's avatar
Angela0011
Member
2 years ago
Solved

How to Apply payment to a sales invoice with credit balance

We have a scenario where we have received money for a sales invoice twice in error.   The first time we received the funds we were able to overreceipt, however now that the sales invoice has a cred...
  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi Angela0011, 

     

    Thanks for posting and welcome to the Community Forum. 

     

    I'm sorry to hear about your difficulties in handling overpayments. Generally, if you overpaid an invoice the excess value would go directly to the Returns and Credits tab of the sales register which you could apply to an existing invoice or refund it to the customer. 

    I recommend reading through these articles, Customer Returns, Credits, and Refunds, and Customer Overpayments. This will explain the process more deeply. 

     

    Let us know if you require any further assistance with this. 

     

    Thanks,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi Angela0011, 

 

Thanks for posting and welcome to the Community Forum. 

 

I'm sorry to hear about your difficulties in handling overpayments. Generally, if you overpaid an invoice the excess value would go directly to the Returns and Credits tab of the sales register which you could apply to an existing invoice or refund it to the customer. 

I recommend reading through these articles, Customer Returns, Credits, and Refunds, and Customer Overpayments. This will explain the process more deeply. 

 

Let us know if you require any further assistance with this. 

 

Thanks,
Genreve

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