Forum Discussion

Angela0011's avatar
8 months ago

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
    8 months 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.