Take payments: Allow payments on closed invoices

[MySOS]

Hi,

We desperately need to be able to apply a second payment to a closed invoice in LiveAccounts.

Scenario:

Customer pays same invoice twice with payments a week apart, first payment is recorded and invoice is closed. Second payment is received and there is no way of recording it against the customer so that you can track the credit.

LiveChat support suggested that I enter it through receive money so that it will fall into a void and be forgotten. Not acceptable.

Need this fixed

Cheers

"URGENT - Overpayments on Invoices"

[CathieR]

In Live Accounts you can record customer overpayments by creating a customer return and then refund it or apply to another invoice.

See

https://your.liveaccounts.com.au/LA/docs/LAUserHelpAU/wwhelp/wwhimpl/js/html/wwhelp.htm#href=invoice...

[MySOS]

Hi Cathy,

If you don't have an open invoice you can't apply your second payment when a customer pays an invoice twice.

Cheers

[StephenL]

Hi Cathie,

Although you won't be able to apply a payment to an invoice that is already closed, you could create a customer return from the Invoices menu. The overpayment amount can then be applied to a different invoice at a later date or refunded to the customer form the 'process customer returns' screen.

[CathieR]

Hi Margaret,

If invoices exist you can overpay them and that will generate a credit.

However if all invoices are paid, a work around this, is to create a new dummy invoice for the amount overpaid, use the date overpaid.  Then process the overpayment using "enter customer payment".  Once you have saved the payment, open the dummy Invoice and edit it to be worth $nil.  This will throw the customer balance into credit which you can refund or apply to later invoices.

[DCANOD]

I made a similar error where I put in the amount that was paid, as it was just a bulk payment, but then it doesnt add it up for you - you have to use a calculator to make sure you dont allocate more money than was received - having a calculator and a computer seems to defeat to the purpose of the computer! in normal MYOB software, you enter the amount that was paid, and then allocate accordingly down the invoice list - and if some money is left over you allocate it to a 0.00 amount so the customer is in credit. It should be the same for Live.... :-)

[Andi1967]

I have a Customer that paid the same invoice twice with payments a week apart, first payment is recorded and invoice is closed and that was the last invoice.  I have since reimbursed the full amount back to the Customer and now I am at a loss as to how to record both transactions so I can reconcile my statement. How do you process over payments to reimburesed customers you no longer service??  Any help please??

[RHINO18]

We get this quite often 

We raise a new invoice for customer on date of overpay with a misc line stating over/double payment refer invoice XXXX this line has nil value then at the bottom payment section apply the overpayment. This creates a credit for overpaid amount and refererence back to overpaid invoice or other

[RHINO18]

We get this quite often 

We raise a new invoice for customer on date of overpay with a misc line stating over/double payment refer invoice XXXX this line has nil value then at the bottom payment section apply the overpayment. This creates a credit for overpaid amount and refererence back to overpaid invoice or other. 

regards 

[Steven_M]

Hi Everyone

Using the Show closed invoices within the Create invoice payments window in MYOB Essentials will allow for payments to be applied to closed invoices.