[GNC] How to apply Over Payments or Pre-Payments to a Different Invoice

[Adrien Monteleone]

Sorry, I forgot to mention you should zero out the ‘refund’ amount as well. That will leave it as a credit. Just edit the payment (via right-click) and you should be able to change this. If not, just delete it and process it again.

You don’t need ‘jobs’ assigned for this to work. (they aren’t really ‘jobs’ anyway as most people try to use them, they are really just purchase orders)

Regards,
Adrien

> On Jul 10, 2019, at 6:54 PM, L. D. James <ljames at apollo3.com> wrote:
> 
> Thanks, Christopher and Arien.
> 
> It took me a while to get back because I was trying to organize the problem that I'm experiencing with the step.  I created a backup account to test the pre-payment process and get the following results.
> 
> ----------
> 
> I have the following:
> 
> Invoice:        13.07
> Payment:    100.00
> 
> Now the Process Payment window shows a credit of  -$86.93
> The Customer Report page shows: -$86.93
> 
> Now creating a new invoice:
> Creating a new invoice of 13.07.
> The Total Credit went down to  -$73.86
> The "View Invoice" screen shows the second invoice is "Unpaid".
> 
> According to your answer, I'm selected both the Pre-Payment and current unpaid invoice in the "Process Payment" screen.
> 
> The Payment is automatically registered at 0.00
> The Refund is automatically registered at 73.86
> 
> After entering the transaction the Customer report page loses the negative.  There's no longer any credit.  I would expect for the credit to have been decreased by another 13.07... not the full amount.
> At present, the customer has lost the remainder of his pre-payment.
> 
> I created a third invoice of 13.07.  There isn't an option to pay the third invoice.
> 
> ----------
> 
> I see you mentioned "Job" in your answer.  I don't currently have any job assignments in the system.
> 
> Thanks in advance for any suggestions on how this should have been handled... or what I'm doing wrong.
> 
> I'll gladly perform any test that you suggest and of course, clarify the steps that I have done, if there is confusion in my description.
> 
> -- L. James
>