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customer overpayment in bank feed

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Experienced Cover User Jackio
83 Posts
Experienced Cover User
Jackio
Experienced Cover User

83Posts

2Kudos

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customer overpayment in bank feed

Hi,

I have a customer that paid us by mistake instead of his gardener.

His last invoice he paid was back in January this year.

What is the best way to refund the amount back to my client.

Thanking you in advance.

4 REPLIES
MYOB Staff Post RienaP
2,155 Posts
MYOB Staff Post
New Zealand
RienaP
MYOB Staff Post

2155Posts

223Kudos

314Solutions

Re: customer overpayment in bank feed

Hi @Jackio,

 

To deal with the customers paying twice for the same invoice look through this help article- Customer overpayments and double payments which provides step by step information. Scroll through and check under the heading Pay an invoice twice. After you have created the credit then you need to settle the credit by refunding the amount. For more information please refer to Settling credits >>To record a refund

 

Hope this will help! Let us know how you go. Looking forward to hearing from you. Smiley Happy


Regards,
Riena
MYOB Training Specialist
Experienced Cover User Jackio
83 Posts
Experienced Cover User
Jackio
Experienced Cover User

83Posts

2Kudos

2Solutions

Re: customer overpayment in bank feed

thank you Riena for your response.

 

The customer paid us by mistake it wasn't a double payment on an invoice.  The most recent invoice is January this year.  

Regards

Jacki

MYOB Staff Post RienaP
2,155 Posts
MYOB Staff Post
New Zealand
RienaP
MYOB Staff Post

2155Posts

223Kudos

314Solutions

Accepted Solution Solved Solution

Re: customer overpayment in bank feed

Hi @Jackio,

 

For your record purposes, you will treat in the system as the payment was made twice and attach that amount to the invoice that was already paid in January creating a credit. This will let you clear your bank feeds deposit and when you pay refund this will match with the bank feeds when the payment will be made. 

 

You will tick the box (bottom left) "Include Closed Sales". See the steps below:

2.png

You will get the message that the credit is created. You need to go to Sales Register >>Returns & Credits >> to Pay a refund (Bottom left)

 

 This will help you clear the bank feeds for deposits received from your customer by mistake and then the refunded sum to your customer. This is more for record purposes.

 

Let me know how you go.  Looking forward to hearing from you. 


Regards,
Riena
MYOB Training Specialist
Experienced Cover User Jackio
83 Posts
Experienced Cover User
Jackio
Experienced Cover User

83Posts

2Kudos

2Solutions

Re: customer overpayment in bank feed

Thank you for clarifying this for me.

 

Regards

J

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