Call Center Excess payment for next order

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Posted on by YA TEH

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Hi,

I had a scenario in call center for retail. The scenario is when 1st order is 1000 and the payment made through credit card, customer paid 1000 and payment is submitted. However at later stage, customer change the order and order amount is 800. So there is an excess payment of 200.

How to utilize this excess payment of 200 in the next order? Understand that there is a function of refund through cheque. But the client do not want to issue.

How the user able to view the excess payment and knowing that this excess payment can be use in next order? I tested if using OnAccount payment method it may work, but somehow there is no validation on the excess payment that can be used when using this payment method.

Any help is much appreciated.

Thanks.

Regards,
Teh

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Retail

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Manvendra Singh 360 on at

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RE: Call Center Excess payment for next order

Hi The,

The approach you followed using customer account may work.

Just go to customers

Sales and Marketing > Customer > All Customer

Go to Credit and Collections FastTab

Make 'Mandatory Credit Limit' as "Yes" and give Credit Limit as "0.01" or just "1".

Hope this will help you to resolve your issue.