Fonseca Posted August 14, 2020 Share Posted August 14, 2020 When I create a new customer with a starting balance and add new invoices to the custumer's account, then when I receive a payment from the customer including the starting balance, the program applies the payment to the new invoices and tells me there's an over payment and ignores the starting balance even though it shows the correct total balance due in the custumer's list, how do I stop it from asking me to apply an over payment to a new invoice when it insn't any over payment? Link to comment Share on other sites More sharing options...
elk Posted August 14, 2020 Share Posted August 14, 2020 By default, Express Invoice uses a customer account-based payment. The payment is applied to invoices in the order that they were created. To apply a payment to a specific invoice, follow these steps: Click the Payment button on the toolbar Enter the Date, Customer, Amount, Method and Reference number In the Applied column of the invoice list, enter the payment next to the correct invoice Press Tab or Enter to save your change Click the Record button I would recommend you to use the Recalculate Customer Balance option. To do that, click on View menu > Customers > select (highlight) the customer from the Customer window > go the Customer menu > Recalculate Customer Balance > confirm you want to Recalculate. Link to comment Share on other sites More sharing options...
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