Applying overpayment to current invoices

chelseaporter

Hi,

A client made an overpayment in January 23 and it has been sitting in our system unused as a credit until now with them continuing to pay invoices as normal.

The book is locked off till June 30 2023- i unlocked the book and tried to apply the payment to the clients open invoices but it still wont allow it.

Is there any way i can apply this amount but not issue another credit note as obviously it then puts the client in credit even more?

Thanks

klaura

Hi chelseaporter,

Are you getting a different error message when applying an invoice?

In the event that a credit is greater than the invoice amount, the amount will be deducted until the client uses up the remaining credit value rather than issuing a new credit note.

Cheers,