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secretsquirrel's avatar
secretsquirrel
Contributing User
11 months ago
Solved

Transfering customer credit from one card to another

we had received an double payment from a customer last year and it was coded to the GL sundry debtors instead of being posted to customer card.    So for this years invoice, they want it to be offs...
  • Genreve_S's avatar
    Genreve_S
    11 months ago

    Hi secretsquirrel, 

     

    Thanks for reaching out. 

     

    Sorry to hear about your difficulties managing credit for your customer. Generally, if a customer has overpaid an invoice, the extra amount would be converted into a credit to be used as a refund or could be used against an invoice. Here is the help article Customer returns, credits and refunds, which would guide you with the process.

     

    Let us know if you require any further assistance. We're happy to help. 

     

    Cheers, 

    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
11 months ago

Hi secretsquirrel, 

 

Thanks for reaching out. 

 

Sorry to hear about your difficulties managing credit for your customer. Generally, if a customer has overpaid an invoice, the extra amount would be converted into a credit to be used as a refund or could be used against an invoice. Here is the help article Customer returns, credits and refunds, which would guide you with the process.

 

Let us know if you require any further assistance. We're happy to help. 

 

Cheers, 

Genreve