Best Practice for Handling Excess Customer Pre-Payments in Sales Orders

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Posted on by PS-20050952-0

Hello,

My client has encountered a scenario and is seeking the best practice solution for handling it:

Scenario:

In a sales order, the customer pays 100% prepayment before the invoice is posted.
After posting the invoice, it is realized that the invoice amount is less than the prepayment (e.g., the invoice is for ₹95, but ₹100 was paid).
The company now has an additional ₹5 as an excess amount received from the customer.

Client's Question:
How can we track this excess amount of ₹5 efficiently in Business Central?
Additionally, when the customer places a new order with an invoice value of ₹10, they intend to adjust the previous excess amount and pay only ₹5.

What would be the best practice to handle such situations in Business Central?

where to track the excess amount in the system?

Looking forward to your suggestions.

Thank you!

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Business Central

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Valentin Castravet 24,894 Super User 2024 Season 2 on at

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Best Practice for Handling Excess Customer Pre-Payments in Sales Orders

How can we track this excess amount of ₹5 efficiently in Business Central?

The same way you would track outstanding invoices from a customer. You can look at the balance field in the customer list, when you print a customer statement or AR aging report, or look at all open entries in the customer ledger entries.

Additionally, when the customer places a new order with an invoice value of ₹10, they intend to adjust the previous excess amount and pay only ₹5.

You can apply 1 payment to multiple invoices. In your case you would apply the 1 payment to both invoices.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/