Processing customer return to an invoice that's less than the credit

[KathK]

Hi

I had a customer who overpaid an invoice twice.  I read a previous article and applied the instructions.  However, when processing the customer return to a new invoice, the new invoice has a lesser amount thatn the credit and came up with an error

'The sum of the payment amounts does not equal the total credit. Click OK to update the total credit to apply value or click Cancel to balance the transaction yourself.'

What do I do?

[Tracey_H · Accepted solution]

Hi @KathK 

Thanks for your post. You're getting that message because the Total credit to apply field and Payment amount field aren't the same amount:

Change the Total credit to apply field so that it's the same amount as the Payment amount. You'll then be able to save that return and a new one will be created for the remaining credit amount.

Please let me know if you need further help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[KathK]

Hi Tracey

That works!  Thank you so much.

Cheers,

Kath