Transfering customer credit from one card to another
we had received an double payment from a customer last year and it was coded to the GL sundry debtors instead of being posted to customer card.
So for this years invoice, they want it to be offseted from last years payment
How can i move from the GL (Sundry debtors) to the customer card to offset their current year invoice.
Hi secretsquirrel,
Thanks for reaching out.
Sorry to hear about your difficulties managing credit for your customer. Generally, if a customer has overpaid an invoice, the extra amount would be converted into a credit to be used as a refund or could be used against an invoice. Here is the help article Customer returns, credits and refunds, which would guide you with the process.
Let us know if you require any further assistance. We're happy to help.
Cheers,
Genreve
