Forum Message

Overpaid Invoice

Hi

I have someone who has overpaid their invoice, they want the remainder to be applied to new invoice but we have not yet got all details for new invoice so can't produce it yet ....

How do I apply the overpayment for this client so they show is "in credit" and I can see to apply it to the invoice when I do it?

Hope that is clear


Posted by Nikki Vine on Jul 6, 2009 2:16 PM BST

Hi Nikki,

That should not be a problem - just record an invoice payment larger than the invoice amount. The invoice will then be 'in credit' and act like a credit note. Once you have entered the second invoice, right-click on the first invoice and select 'Allocated Credit', then tick the second invoice to allocate the credit amount.

I hope this makes sense - let me know if you need more information.

Cheers,


Posted by Mark McLaren (Solar Accounts) on Jul 6, 2009 2:49 PM BST