Allocating an over payment to a different customer job

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Sheree_6958471
Sheree_6958471 Member Posts: 25 ✭
edited June 2020 in Accounts Hosted
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 ?

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  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited June 2020
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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 happened
  • Sheree_6958471
    Sheree_6958471 Member Posts: 25 ✭
    edited July 2019
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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. 
  • Sheree_6958471
    Sheree_6958471 Member Posts: 25 ✭
    edited July 2019
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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.  
  • Sheree_6958471
    Sheree_6958471 Member Posts: 25 ✭
    edited June 2020
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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

  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited July 2019
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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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