I have a customer that gets charged the same amount every month, and this past month they decided to just pay 3 times the amount to pre-pay the next 2 months. My invoice for them now says overpaid, and on the customer dashboard it says the accounts receivable for them is the negative 2months amount. However, if I add a new invoice for the new month, the accounts receivable amount goes down, but the invoice still shows as needing to be paid. How do I mark the new invoice as using that credit?
The simplest and easiest way is change the receipt from the customer to post to Accounts Receivable/Customer but not to a particular invoice
The guide Record customer deposits and advances | Manager explain this and other ways to recording the advanced payment
Also
Resolve issues with automatic credit allocations | Manager
Resolve overpaid status on invoices | Manager
Avoid automatic credit allocations with special accounts | Manager
You have to decide which method suits you best
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