Dynamics Community Forum Thread Details

How to Track Overpayment Received from Customers in Business Central

Hello,

My client requires a solution to track overpayments received from customers against specific posted sales invoices for reporting purposes. As a functional consultant, I need to guide our technical consultant on how to identify and retrieve overpayment details from the system, specifically from the Customer Ledger Entries.

Scenario:

A customer makes a payment via the Cash Receipt Journal.
The posted invoice amount is ₹100, but the customer pays ₹125 against the invoice.
This results in an additional payment of ₹25, which needs to be tracked as an overpayment.

Client Requirement:
The client wants to:

Track and identify the overpayment received (₹25 in this case) against the specific posted sales invoice in Customer Ledger Entries.
Reflect this information in a custom report for better visibility.

I would appreciate guidance on:

How to identify overpayments in Customer Ledger Entries.
Any specific fields or methods that could help track and segregate such entries.
Suggestions on handling such cases functionally to streamline reporting for overpayments.

Looking forward to your inputs.

Thank you!

Categories:

Business Central

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