Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

How to apply overpayment to sales invoice

(0) ShareShare
ReportReport
Posted on by 5

We raised an invoice to the customer and then re-issued for a lesser amount (original invoice reversed / voided); customer has paid the original invoice leaving an overpayment on the account.

How do we apply this overpayment in GP therefore leaving a debit on the account which will be netted off when they shortpay the next invoice.

Categories:
  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: How to apply overpayment to sales invoice

    When the customer makes an over payment, there really is nothing that you need to do.  Once you record the PAYMENT, the customer record will show the CREDIT and when you raise the next invoice and they shortpay, you will have the outstanding CREDIT to apply to the new invoice, along with the short pay, and all will be good.

    Hope this helps.  If you have other questions, please post and the community is bound to have a word or two to share on how to solve.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,419 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,492 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans