client paid to much & doesnt want refund but a credit for future invoices

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client paid to much & doesnt want refund but a credit for future invoices

Hi I have a client who has paid $25 too much and does not want a refund but a credit for any future invoices. 

is it possible to do this in myob essentials? your assistance is appreciated 

 

thank you 

 

olivia

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Re: client paid to much & doesnt want refund but a credit for future invoices

Hi @Ash111 

 

For that situation you want to follow the below steps:

  1. Navigate to Sales>>Take payments
  2. Choose the desired customer and Into account
  3. In the Total amount received entered the amount you actually received from the customer
  4. In the Payment amount field enter the amount that same amount (i.e. the amount higher than the invoice amount)
  5. Select Save. You will receive a prompt to indicate that the amount received is higher than the amount due which will result in a customer return. Select OK to this prompt

The above process will create the necessary bank transaction to which you can match to your bank feed transaction. It will also create a customer return, which can be seen and processed, when ready, through the Sales>>Process customer return function.

Kind regards,
Steven

MYOB Community Support

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Re: client paid to much & doesnt want refund but a credit for future invoices

thank you so much! really appreciate it Smiley Happy 

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