Receiving payments on invoices

[rmomxtx at gmail.com]

I see the trick is to select both the current invoice and the overpayment invoice. The overpayment is applied to the open invoice and the remaining due shows the net due after application of the overpayment. 

You can do the same thing by going to the Business/Customer/Find Invoice... menu. Select Invoice ID/matches regex and put a period "." in the criteria box. The result is a list of all the invoices. I go to a customer and open the invoice to be paid. The button on the upper right corner, "Pay invoice" brings up that same receive payment window.

Thanks much,
Roger

-----Original Message-----
From: R. Victor Klassen [mailto:rvklassen at gmail.com] 
Sent: Wednesday, October 4, 2017 7:53 PM
To: Robert Heller <heller at deepsoft.com>
Cc: Roger Oliver <rmomxtx at gmail.com>; gnucash-user at gnucash.org
Subject: Re: Receiving payments on invoices

I normally choose “process payment” from the Customer submenu of the business menu.

This brings up a dialogue from which I need to choose a customer.   Once I have chosen a customer all of that customer’s posted invoices are listed, and I can select those that the payment applies to.   If the payment adds up to one or more of the invoices, the payment amount will be autofilled at that point.  In the event of an over- or under- payment, I then edit the payment amount.   In the over- payment case, next time I choose to apply a payment for the same customer, one of the “invoices” listed will be a pre-payment, which I can then select to cancel against another invoice, possibly in combination with an actual additional payment.

> On Oct 4, 2017, at 8:09 PM, Robert Heller <heller at deepsoft.com> wrote:
> 
> When you process a payment, the payment is applied to all outstanding 
> invoices, current and past (you don't generally specify a specific 
> invoice, unless there is some partitular reason to match a payment to 
> a specific invoice). I don't know if over payments will be applied to 
> future invoices -- I've never had to deal with that (the few times I 
> have had over payments there were no future invoices planned, so I 
> just "absored" the over payments as a "gift" ["tip"]).  My *guess* is 
> that the overpayment becomes a credit that will get applied to a 
> future invoice, if you don't "edit" the split to do something else with it.
> 
> At Tue, 3 Oct 2017 16:38:53 -0500 Roger Oliver <rmomxtx at gmail.com> wrote:
> 
>> 
>> How can you apply an overpayment on an invoice to future invoices or 
>> to other outstanding invoices to the same customer? Thank you, Roger 
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