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Matty72's avatar
Matty72
Experienced Cover User
2 years ago

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. Subseq...
  • Mike_James's avatar
    Mike_James
    2 years ago

    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.

Mike_James's avatar
Mike_James
Ultimate Cover User
2 years ago

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.

  • Matty72's avatar
    Matty72
    Experienced Cover User
    2 years ago

    Mike_James Thank you that's great. If the customer elects to take a refund, how would this be processed such that bank account is credited and the credit is discharged from the customer's account?

    • Mike_James's avatar
      Mike_James
      Ultimate Cover User
      2 years ago

      Hi Matty72 , to process a refund, open the sales register, select the credits and returns tab, and your credit will be there. Select it, then click on Refund at the bottom of the screen. That will open a window where you can record the payment, which will do what you want.

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