I have a payment that was allocated to an invoice in 2022, it was slightly too much and left £0.06 in credit.
Our client would like to use that credit towards a new invoice. If I detach the payment via the old invoice/payment record and reattached it straight away back to the same 2022, and attached the 6p towards the latest invoice, firstly: am I able to do this? Then, would this trigger reminder/overdue letters?
There should be no need to detach anything - if you “log payment” → “apply from credit” on the new invoice then that will assign the unallocated £0.06 and if you clicked through to the original 2022 payment you’d see it showing as split across two invoices (mostly on the original one from 2022 and 6p to the latest 2024 one). The remaining outstanding balance on the new invoice would be 6p less than the total, so when they pay the difference you’d have to tag it with the “pay down multiple invoices” option to assign the paymeny to the part-paid invoice.
The £0.06 isn’t the only credit on the account. The remaining £5.73 was a payment from another person and cannot be used towards this particular invoice.
I would like to know how to just use the £0.06 from 2022, not the rest.
It doesn’t give me the option to choose which part of the credit I wish to use.
Hello @JessicaFerguson
QuickFile will always use up the oldest credit first.
Is Invoice 14713 outstanding by more than £0.06?, if so you can do the below
- Click Log payment enter 0.06 in the Amount [GBP] box and pay it off
- Go into the client view payments screen and refund the 0.06 using the same bank
You will see the below as a result.
- The 2 transactions will net off in the bank
- The £0.06 will be paid off the invoice.
- The £0.06 prepayment will no longer be outstanding
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