Customer overpayments

Question

In Reckon One how do I enter a payment that incorporates previously overpaid amounts when customer is just paying the end balance?  I have entered the customer payment and ticked all the relevant invoices but there is nowhere to tick the credit balances, so clicked on Save, and all I get is an error message that the total ticked is more than the deposit total.

Jean_10862158 · Answer

@Rav

When I open an invoice, it is the new system.  But I have just found a difference in entering receipts. If, in Money In → Invoices, and then select invoices  invoices to be paid, and click "receive payment" below, it appears to open as it did in the old system.

If I open the invoice to be paid, and then it opens the invoice like in the new system, then select "Record payment" top right, it opens in the new system.

I usually enter payments via the first of these two methods, so hence never got the message about applying a credit.

The case I had involved 3 overpaid receipts, awaiting adjustment by the customer, and I finally got payment for the total balance of 7 invoices less the overpayments.  I ended up going back to each receipt and applying it to the next unpaid invoice until all 3 overpayments were applied to something, and then entering this new payment to what remained and it cleared the account.

Now I wonder, under the new system,, if I have to open the invoice first, how do you go about it when the receipt pays multiple invoices?

Puzzled.

Rav · Answer

@Jean_10862158

The new invoice experience that we released last year has been the default ie. the only invoice feature in Reckon One for a little while now. The former classic invoice experience was retired back in October 2025 so unless your book has somehow fallen through the cracks you'll definitely have access to the latest invoice features and functionality.

Jean_10862158 · Answer

@Rav

That seems easy enought but would the fact that I haven't upgraded to the new invoicing make a difference because no option to use a credit comes up when I enter the payment.

I don't do invoicing so I haven't done anything about the new invoicing in my login.