I am having several issues when applying customer payments as they come in.
One issue is where a customer might issue us a check for $50.00 more than the invoice was created/open for. I cannot apply the $50.00 overpayment as I get the error stating the payment must be less than the balance.
Customer mistakes like this are extremely common. How can I receive the check in and keep my customer’s balance correct (I should show them a $50.00 “credit” for the overpayment when all is said and done)
+16Hi
Have you looked at this thread?
https://community.acumatica.com/financials-7/customer-overpayment-into-credit-memo-11106
Yes, however, I was hoping there would be a way to have the credit/overpayment showing against the invoice they overpaid.
That way the customer’s records and my records match. Is there a setting I can turn off that will allow me to enter a payment against an invoice that is greater than the invoice amount?
+19Hello,
When a payment is larger than the invoice it’s paying, the invoice balance becomes $0 and the payment balance stays with the Payment, on the Customer’s record. Here is an example where the customer paid $10,000 more than the invoice balance:
You asked, “ How can I receive the check in and keep my customer’s balance correct (I should show them a $50.00 “credit” for the overpayment when all is said and done) “
The above customer’s balance correctly shows their over-payment.
Below is my payment screen as I try to apply $2,004.18 to an invoice that only has a balance of $668.06.
The error associated with the Red X reads “Incorrect value. The Value to be entered must b less than or equal to 668.0600”
+16Yes, however, I was hoping there would be a way to have the credit/overpayment showing against the invoice they overpaid.
That way the customer’s records and my records match. Is there a setting I can turn off that will allow me to enter a payment against an invoice that is greater than the invoice amount?
There is no setting in the Accounts Receivable that I could find to turn off. It should be standard Acumatica to allow you to apply the overpayment. Can you share the error you are getting in a screenshot? Also, do you have any customizations that may affect any of these screens?
I tested it locally and got the same results as
+16HI
Do you need to keep the balance for the customer? Are you applying it to future amounts?
Look into this thread also:
I think I have this resolved.
I did not realize you could leave an amount pending in the Available Balance section.
Once I leave it and save and release the payment, the “payment” credit appears on the customer’s statement.
Thank you!
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