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Is there a way to apply customer overpayments in AR Payment Application?
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yes, just enter the customer ID and in the "payment number" do an F3... it will show all payments with unapplied amounts, and you just need to apply what was not applied in the first place.
If you are asking about ENTERING a payment that is too big, just apply what you can, and wait for the other invoices to be entered, and then follow the above.
Thank you!
In the case where a customer inadvertently pays an invoice that was previously paid and the customer wants a refund instead of crediting the next invoice: How do you manage this scenario through AR Payment Application?
Thank you.
Ah! Well, since AR does not write checks, you must do a debit memo, with a suspense/wash account in the body of it, and apply the payment to that.
Then set the customer up as a vendor in AP and create a voucher or AC to the same suspense account and write the check.
(if this happens a LOT, there are 3rd party apps that will make this easier)
Toni
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