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changes.mady.by.user Andres Toledo

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Overview


Applying a Credit to an Invoice:
Excerpt

If you receive a payment with an , and the amount that is higher than the outstanding total due , the system will automatically retain this amount to be applied the difference, and use it as a credit on future invoices. When applying the payment, you will see an "Overpayment" notice with the total amount of the overpayment.

 

Instructions

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How to create an prepayment credit


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Select the Customer.


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 Enter the payment amount.


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Click on Save & New to continue.


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 A confirmation window will appear, click on close to finish. Notice the credit is saved as Prepayment.

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Applying a Overpayment to an Invoice

If a customer has a credit it credits due to overpayments, they will be automatically displayed within for the selected customer selectedas Open Credits.

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To use the credit follow these simple steps:


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Click on "Here" to apply the credit. Select the credit that you want to apply and

close

Close. The system will automatically apply the amounts to the oldest invoice first, and on any subsequent invoices until the credit is fully used.

     2.


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 Click the "Save & Close" button

down

located at the lower right hand corner to apply the payment

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     3

. To receive additional payments click on the "Save & New" button.


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A confirmation window will open, click on Save to confirm the Overpayment.  


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 Once you have finished, a confirmation pop-up message will appear at the bottom right hand corner of the screen.

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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "accounts-receivables" , "payments" )
labelspayments, accounts-receivables


Info
titlePayment's Notes

Notice that the notes you add to a payment are also available for credits (overpayments). Once you hover the mouse over the note icon for a prepayment, the added note will be displayed. If you select several credits that have notes, they will appear separated by a semicolon. These notes could be useful to indicate which invoices a credit should be applied to. Click on the image to see the details.

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Ui text box
sizemedium

(lightbulb)Roles enabled to perform this action: Accounts Receivables,  Admin, Cashier.


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