Unable to allocate debtor overpayment

Question

I received an overpayment from a debtor but I cannot allocate it to the account to create a credit note.

I've allocated the bulk of the payment and have $69.05 that has been overpaid.

If I change to amount of the last invoice posted to the account or if I try to allocate the $69.05 to an already closed invoice from the past, I'm now getting an error message saying "You must specify an allocation account".

Never seen this before and I can only guess that it's some kind of glitch since the last software update.

How can I get around this and can the software developers please fix it?

genreve_s · Answer

Hi RhondaMP,
&nbsp;
The error message you mentioned usually indicates an issue with your linked accounts. I suggest checking your sales linked accounts to ensure they are all set correctly. You might also find it helpful to look at this other thread with a similar concern.
&nbsp;
Thanks,Genreve

rhondamp · Answer

I receive overpayments by customers on a regular basis and have never had a problem creating a credit on their account until this week.

This same customer overpaid last month and I didn't have any issue creating the credit.

Nothing has changed from my end. Items sold are not inventoried so the comments in the thread that you tagged do not apply for me.

doreen_p · Answer

Hi there RhondaMP,&nbsp;I get that you're still having issues with allocating a debtor overpayment. With that, I'd suggest reaching out to our support team directly on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount so that they can look more into the error message, "You must specify an allocation account."&nbsp;Best regards,Doreen

Forum Discussion

Unable to allocate debtor overpayment

Looking for something else?

Related content

Payroll overpayment

Invoice overpayment

Customer overpayment

Unable to allocate transaction to 'Other Expenses'

Overpayment of Annual Leave

Cheque received for part overpayment

Correcting super overpayments

Unable to allocate pay transactions on bank feed