Forum Discussion

maz1's avatar
maz1
Experienced User
4 years ago

Invoice overpayment

Customer overpaid invoice.  Applied overpayment to invoice and message appears that a credit memo will result and to use settle credits to apply refund/credit. Great - that is what should happen. Wh...
  • Yanike_S's avatar
    Yanike_S
    4 years ago

    Hi maz1 

     

    Thanks for your post.

     

    It seems like the credit has applied to an order. To apply the refund, select the order in the Sales Register Information and select Change to Invoice. Now you will be able to select the credit and Pay Refund in the Returns & Credits tab.

     

    I am not sure to why this has happened. These help articles will guide you through the steps on how to usually record this:

    1. Customer overpayments
    2. Settling customer credits

     

    Let me know if this solves it for you!

Yanike_S's avatar
Yanike_S
MYOB Staff
4 years ago

Hi maz1 

 

Thanks for your post.

 

It seems like the credit has applied to an order. To apply the refund, select the order in the Sales Register Information and select Change to Invoice. Now you will be able to select the credit and Pay Refund in the Returns & Credits tab.

 

I am not sure to why this has happened. These help articles will guide you through the steps on how to usually record this:

  1. Customer overpayments
  2. Settling customer credits

 

Let me know if this solves it for you!

  • maz1's avatar
    maz1
    Experienced User
    4 years ago

    thank you, that has worked.  

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