Allocating an over payment to a different customer job

Sheree_6958471
Sheree_6958471 Member Posts: 25 Novice Member Novice Member
edited October 2024 in Accounts Hosted

Comments

  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited June 2020
    I would just edit the original overpayment to Job-Two - save this and now you should be able to apply the credit?  then I would use the Memo field on the original overpayment to explain what happened
  • Sheree_6958471
    Sheree_6958471 Member Posts: 25 Novice Member Novice Member
    edited July 2019
    Yes I could but that would mean that my costing for that job would be out, as we track our jobs. 
  • Sheree_6958471
    Sheree_6958471 Member Posts: 25 Novice Member Novice Member
    edited July 2019
    Also when I allocated the original payment, the payment was across multiple invoices, which include Job and Job-Two - but for some reason it will only let me use the over payment against the main supplier account.  
  • Sheree_6958471
    Sheree_6958471 Member Posts: 25 Novice Member Novice Member
    edited June 2020
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited July 2019
    I was just about to login and say you needed to use a suspense account - when I saw this - well done!  :)
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