Add a credit to a clients account

[sitewideuk]

Hi Guys,

A client accidentally overpaid an invoice by £10, I have tagged the bank transaction to the invoice, however it just says ‘Unallocated £10’ - I wish this £10 to be a credit on the clients account, but cannot seem to find how/where to do that?

Any suggestions would be most welcome.

Regards
D

[QFMathew]

Hi @sitewideuk

If the payment is showing as unallocated, it should already be showing as a prepayment on their account.

Basically, a payment record in the bank can only be assigned to one client or supplier at a time. If you’ve used this entry to pay down part of an invoice, the rest will automatically be recorded as a prepayment. Just use the “log payment” option on an invoice to then use the credit.

Hope that helps!