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Hi. We have a customer that overpaid their invoice and the overpayment is sitting as credit on their account. They do not want a refund but did want for us to create a CM to use on a future order.
We created the CM but now their aging shows both the credit memo and overpayment so it looks like the amounts were doubled.
How do I fix this and what is the right way to handle this?
Hello Dbaker,
A Payment is a Credit Document as well as a Credit. If you did not do anything with the Payment that was an overpayment and then created a Credit, you are essentially creating an additional credit on for this Customer.
There are two ways you can approach this.
As both documents are credit type documents, you just need to determine how you want it recorded in GP. Recorded as a Payment or a Credit Memo.
If the payment you received from the customer was sent to the bank, you would likely want to keep the payment, so it matches what cleared your bank.
I hope this helps!
Thank you!
Brandon | Microsoft Support Engineer.
Hi Brandon,
This helps! I will void the credit memo since the payment has been sent to the bank.
Thanks so much for your help.
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