Reconciling over payment
Hi All - I have had a customer who has paid an invoice twice. He was happy with a credit note so I applied 1st payment to the invoice and created a credit note. At this stage he has zero invoices to ...
Forum Discussion
Hi Marsh3216
In MYOB, you can apply the second payment to the credit note you've created for the overpayment. This will leave a credit on the customer's account that can be used for future invoices. When reconciling, you can match the bank transaction to the payment applied to the credit note. If you need more detailed steps, this helpful article about customer overpayments has guides that can help. Let me know if you have other queries!
Cheers,
Shella
