Allocating an over payment to a different customer job
Sheree_6958471
Member Posts: 24 Novice Member 
I am after some help on the following issue:
I have a client who overpaid an invoice - this over payment was held until their next invoice to be applied then.
My issue is this.
The original payment was used to pay a client say called "Job", the credit is under this client.
However I have created a new job under this client, say called "Job - Two". I want to apply the credit to an invoice under this job (same client), however the credit will not show in the apply credit screen. I can only seem to used it under an invoice under "Job".
Any suggestions ?
I have a client who overpaid an invoice - this over payment was held until their next invoice to be applied then.
My issue is this.
The original payment was used to pay a client say called "Job", the credit is under this client.
However I have created a new job under this client, say called "Job - Two". I want to apply the credit to an invoice under this job (same client), however the credit will not show in the apply credit screen. I can only seem to used it under an invoice under "Job".
Any suggestions ?
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Comments
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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 happened0
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Yes I could but that would mean that my costing for that job would be out, as we track our jobs.0
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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.0
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This has fixed my issue.
http://kb.reckon.com.au//issue_view.asp?ID=4776&_ga=2.63863015.957801437.1562031074-570009708.1555385250
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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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