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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Clearing an invoice af...
Microsoft Dynamics GP (Archived)

Clearing an invoice after overpayment

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Posted on by Community Member

I invoiced a customer and failed to charge the tax. They owed it , so they paid it. I now have an amount "on account" for that customer. I tried a DM, but since I cant apply it, I cant clear the invoice. What is the procedure for clearing their account?

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  • Suggested answer
    teacups44 Profile Picture
    teacups44 5 on at
    Re: Clearing an invoice after overpayment

    You could unapply the original payment, delete the original document and reenter, including sales tax then apply the payment, create a new sales document just for tax and apply remaining amount paid to invoice, or use write off documents and it will allow you to write off an overpayment which will create a debit memo automatically.,

  • Suggested answer
    Mike Smith Profile Picture
    Mike Smith 6,840 on at
    Re: Clearing an invoice after overpayment

    Have you explored the option of a $0 dollar invoice but enter the amount for sales tax and then under tax details define the correct split?  You should be able to post the invoice and then apply the payment/balance of overpayment to that invoice.  This invoice posting will debit AR and credit your tax detail account(s).  

    I would try this in your test company first, but I was able to enter this scenario through payment apply in Fabrikam successfully.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at
    Re: Clearing an invoice after overpayment

    Simply do a tax only invoice as Mike suggests. You simply enter an amount in the tax amount field making sure the correct tax schedule is used?

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