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Step 1 - I get the sales order with the credit card slip.
I go into the sales order and apply the credit card payment to the invoice if the charge is greater than the invoice than they just have a credit on their account. But my entry never changes because I need to balance.
Step 2 - I print and post my invoices .
Step 3 - adding up all my credit card receipts to balance, and it has changed my credit card entry to match the invoice not what I had entered it as in Step 1.
Step 4 - making and adjustment to be able to balance
This never used to happen and with processing so many payments every day, it is making my deposits very difficult.
Hi Steve,
If you use the 'Credit Card Deposit' Type in the Sales Payment Entry window, you will be able to transfer the overstated payment to the Invoice without a problem:
If you use the 'Payment' Type instead, GP will never transfer 'more' than the document total to the invoice. It states the following in GP Help in the 'Transferring totals, deposits, and payments in Sales Order Processing' section:
You can’t transfer a payment greater than the invoice amount.
Try your steps again using the 'Credit Card Deposit' Type and see if that gives you the results you're looking for.
I hope this helps!
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