Duplicate invoice payment

Jay GarlandJay Garland Member Posts: 144
edited July 2020 in Accounts Hosted
A customer usually part-pays their invoices (which I can manage and process correctly in Reckon Hosted). The problem is they made two part-payments of the same amount for the same invoice.

The neatest solution would be for me to repay the overpayment but they don't want to go down that path. They want to short-pay their next instalment by the overpayment.

How do I track the duplicate payment in Reckon and then how do I handle the short payment when they make their next instalment?


  • John GraetzJohn Graetz Member Posts: 1,646 ✭✭✭
    edited July 2020
    Hi Jay.  There is a simple solution.  Just receive the second amount to the customer account as usual.  You will not have anything to record it against, so it just sits there as a credit or an overpayment.  When they short pay the next time around, you will be able to use the credit that is sitting in the account and apply it against the next invoice - in fact, you can apply the credit to the next invoice as soon as you issue it.
    John L G
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