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Best Practice for Migrating Customer Overpayments / Double Payments from Legacy System into NetSuite
Hi NetSuite Community,
We are currently migrating open Accounts Receivable balances from a legacy ERP system into NetSuite.
Some customers have credit balances resulting from overpayments or duplicate payments in the legacy system. We would like to migrate these balances into NetSuite so that they can be applied against future invoices.
Our requirements are:
- We do not want to create credit memos, since these are not related to sales returns or invoice adjustments.
- We would like to preserve the customer overpayment as a customer credit balance.
- Ideally, the balance should remain available to be applied to future invoices.
- We are migrating historical open AR balances as part of a cutover process.
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