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Register an overpayment?

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Posted on by MS-30040609-0

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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?

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Jun Wang 6,816 Super User 2024 Season 2 on at

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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
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Ben Baxter 4,445 Super User 2024 Season 2 on at

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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
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gdrenteria 8,379 Super User 2024 Season 2 on at

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Register an overpayment?

Hi

I hope this can help you and give you some hints

Payment Tolerance and Payment Discount Tolerance - Business Central | Microsoft Learn

Dynamics 365 Business Central – Write off overpayments and underpayments using Payment Tolerance – The Dynamics Explorer

Best regards

Gerardo

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