hi
i have received a payment from a client and because he hasnt paid the correct amount i have paid it in under general payment, however it hasnt come off the invoices ( please advise )
Many Thanks
Hi Kevin,
A General Transaction will not affect the customer balance or invoice. Instead, create an invoice payment with the Amount Received field set to the amount that the customer has paid. If the invoice has been underpaid you can just record another payment later. If the invoice has been overpaid it will act like a credit note - you can issue a refund or allocate the credit to another sale.
Regards,
