Customer has paid the same invoice 3 times and now I can't match it

[JudeS1]

I have had the same customer pay the same invoice 3 times.

The first payment was matched to the initial invoice.

The 2nd invoice was also matched using the "Closed invoices" option and thus created a credit.

Now when I try and allocate the 3rd payment via the Bank Feed "Receive Payment" option and select "Closed Invoices" tab that invoice number doesn't come up as there is a CREDIT balance against it.

How can I allocate this further overpayment?

[Emily_B]

Hello @JudeS1 

AccountRight allows for the user to create a credit note for a customer through a variety of methods:

• Reversing an already recorded invoice for the customer - which you've done
• Applying an overpayment to an invoice - which you've done against the 'Closed Invoice' option, creating a credit
• Manually entering in a negative invoice.

So for the last payment which you don't have an invoice for, you can create a manual credit with a negative invoice. Go to  Sales >> Enter Sales >> *select the customer* and enter a negative invoice. This will generate a credit note for the customer which can then be seen in Sales >> Sales Register >> Returns & Credits, ready to be applied to an existing invoice in the future, or a refund to be paid. Let me know how it goes and if I can assist further.

[Emily_B · Accepted solution]

Hello @JudeS1 

I just wanted to check and see how you got on with the above. Were you able to resolve your issue, or is there anything further I can assist with? If my response did answer your query, please do click the green 'Accept as Solution' button so that other users can find this information more quickly.