Hi, a customer overpaid on a previous invoice so they were in credit. How do I deduct the credit from a new invoice so it shows on their invoice. This time I’ve made a deduction of the amount on their invoice and once I’m paid I’ll modify the invoice to take away the deduction back to the original price, then I’ll allocate the new payment and the credit to the invoice. I’m hoping there is a simpler way for the future, hope all that made sense and thanks in advance.
Hello @Trade_Sash_Weights_1
Have you entered the transaction on you bank?
- Enter it on the bank
- Tag it to the customers account (Payment from a customer > Pay down multiple invoices or assign to client account > select customer > Payment on account (Assign later)
- View the invoice > Log Payment > Apply from Credit
Create the new invoice for the correct total amount, then “log payment” → “apply from credit” and apply the credit as a part-payment towards this new invoice. The invoice will show the correct total but the outstanding balance will be reduced by the credit you’ve used up.
Hi, thanks for your reply. I had already assigned it for later but the log payment thing really helped. For the sake of anyone else who may see this, if you have already assigned the payment later and you want the deduction to new invoice so it’s seen by the customer do the invoice as normal instead of sending it preview it first and it will give you option to log payment before sending. thanks again Steve
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