Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Register an overpayment?

(1) ShareShare
ReportReport
Posted on by 89
Hi, 
 
Is it possible to register an overpayment on a customer? 
Then I wonder if I can book those and they will be on the customer as a credit or something?
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,447 Super User 2024 Season 2 on at
    Register an overpayment?
    I don't believe there is a specific feature for overpayment. but you could do the following:
     
    1 post the payment via cash receipt journal for the customer. for example 1000 usd. You'll get a payment line on the customer ledger entry showing 1000 usd, status Open.
    2 from payment journal, apply the payment to purchase invoices and post. If only 600 usd has been applied and posted to invoices, the original payment line will has 400 as remaining amount with status Open.
    3 you could apply the remaining amount to future invoices for that customer
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 5,073 Super User 2024 Season 2 on at
    Register an overpayment?
    Yes, after you have applied the payment to the applicable invoices, simply adjust the Amount field on the Journal or Deposit to match the actual amount the Customer has paid.  The remainder will remain Open on the Customer Ledger Entries.  You can navigate to the Customer Ledger Entries and use "Home > Apply Entries" to apply the overpayment as needed.
     
     
    If you found this helpful, please mark it as a Verified Answer to help other Users find the solution.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 13,278 Most Valuable Professional on at

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,904 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,605 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans