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What is the best way to let a customer know that they overpaid an invoice in GP? If I post a credit memo, it acts as a double entry since the account already has a credit balance posted. What document can I print to send the customer so they know to apply the credit with thier next payment?
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There is an old article which I recall for Rubal, highlighting the best ways to refund a customer for the following cases,
She provides a smart and effective ways to handle such cases. Check the article on How to enter a refund for customer in Microsoft Dynamics GP?
Your feedback is highly appreciated,
You can generate a Receivables Statement to show them that their current balance is a credit. Go to Microsoft Dynamics GP >> Tools >> Routines >> Sales >> Statements.
Be sure that the "Print For" options include CREDIT BALANCE, otherwise, it will not print your statement. Options highlighted in blue are selected, and will be included. Non-highlighted options will be excluded.
If you've never used the window before, I recommend you use the "About this Window" help, to understand all the options for printing statements. (Click the question-mark icon within the window)
How about an open item statement?
Patty,
Technically you cannot over pay to Invoice (AR or AP) because system will apply balance untill invoice balance become 0, you cannot over apply to any invoices. Whichever Payment is not apply that may be your over payment or we called unapplied payment.
thanks
Sandip
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