Double payment to different bank accounts
We have received a double payment for an invoice from a customer. The first payment was made via PayPal and incurred a transaction fee. The invoice was marked as paid by applying this payment. Subsequently a second payment was made directly to bank account.
How can this second payment be credited to the customer's account with an option to either apply it to a future invoice or to issue a refund?
We are waiting for the customer to advise which option they prefer. When I go into Sales -> Receive Payments, there is no open invoice to which the second payment can be applied and the system throws the following error:
"An unbalanced transaction may not be recorded"
One option is to debit bank account and credit a temporary asset account but we would prefer an option that shows the credit against the customer's account rather than having it floating on the balance sheet.
Hi Matty72 , process the second payment as usual, but in customer payments select "include closed invoices". Find the one already paid, and manually type in the amount received to the amount applied column, and click record. This will generate a credit, which you can apply to another invoice or refund to the customer, via Sales Register, Credits and Returns.
