A customer overpaid us by pennies, which we entered so cheque account was correct. The invoice shows minus balance due.
Their next invoice they underpaid by the same amount so that the overall amount owed was correct and the cheque account was correct.
However both of these invoice remain open as balance on both is not zero.
Tried all sorts of things but can't work out how to get both invoices completed correctly.
Can you give me some guidance?
Thank you in anticipation.
Hello W Townend,
OK when an invoice is overpaid, it acts like a credit note and is shown with a pink icon in the Invoices list. Here's what you need to do:
Right-click on the over-paid invoice in the Invoices list and select 'Allocate Credit'
In the Credit Allocation window tick the invoice which was underpaid
Click OK to save the Credit Allocation transaction
You should now find that both invoices have zero balance.
Thank you for this. Couldn't make it work the first few times but think I've got it. Many thanks.
Sent from my iPad
