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September 2021 - last edited September 2021
September 2021 - last edited September 2021
A debtor accidentally overpaid an invoice by $82.50 and asked for a credit note to process through their AP system, so we created an Adjustment Note for $82.50. Their acount is now showing a credit balance of -$82.50.
How do we apply that credit to their next invoice, so that the adj note no longer shows in their statement?
TIA.
Update: The creditor applied the credit when they paid their next invoice (i.e. short paid by $82.50) so now we have a floating credit that we need to offset somehow.
Solved! Go to Solution.
September 2021
September 2021
Hi @George_S
To apply an adjustment note in JustInvoices, within the Receive Payments window you would select Apply Existing Credits? and then include that amount in the Payment.
For example: Below is the application of a credit of $55 with the payment of $44.00 to an invoice of $55.50.
If it is a case that you are just applying the credit without a payment being made, you would enter 0.00 in the Amount field, enable Apply Existing Credits? and then add the amount in the associated Payment column.
September 2021
September 2021
We usually use the payment pop-up window to process payments and have not used that receive payments screen before, however it worked.
Thanks!
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