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How to easily offset Customer Overpayments?

edited Mar 9, 2023 1:16AM in Ask A Guru 2 comments

Hi

We would like to write off some overpayments done by our customers (usually decimals)

E.g when customer's invoice amount is Rs 4,984.60 , he paid us Rs 4,985 so we have Rs 0.40 overpayment in our reports and -0.40 Rs in our Statement of Accounts.

Is there an short way to remove/write off these amounts ?

I have searched and tested below, it is working but it involves 2 different steps instead of one,and user finds too lenghty to just to remove some decimals and very have many of them....

a)TO create an "Other Charge" type item and create an invoice and then apply the overpayment to this invoice using "Accept Customer Payments".

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