Over payments not brought forward

I have read some of the guides regarding this and can’t get my head around how this works.
I have a customer who overpaid an invoice as they paid an incorrect amount. As we were going to do further work for them, they agreed that we would hold it against future payments. The overpayment shows in both the customer list and the invoice list but can’t see how to allocate this against a new invoice. It doesn’t automatically bring forward the overpayment. Can someone advise please where I am going wrong with this?
Thank you

First of all. Did you activate the client and the client invoice in Manager?

If so… if your client over paid the invoice (payment Vs accounts receivable) you should see a negative “accounts receivable”. That’s his credit. Once you will emit the invoice Manager will use this debt that you have vs. him.

One thing you should check is that the payment is not allocated directly to one invoice but vs. the client so to leave Manager free to spread the credit from payment in all the open invoices.

PS: that’s one, the easiest, of different solutions you can use to register this kind of fact.

First of all. Did you activate the client and the client invoice in Manager? “No idea what that means? Activate it where?”

As already mentioned, there is a negative value in accounts receivable.
What does emit the invoice manager mean please?
How can the payment NOT be allocated to one invoice. If they overpay an invoice, that’s where it goes. I use the New Receipt option in the invoice manager to allocate the payment.
Surely an overpayment should leave a credit on that customer?
Not an easy solution for me I’m afraid.
I really don’t understand your reply at all, but thanks anyway

This just refers to not having made the customer inactive. But you can put this out of your mind. The fact that you were able to create the invoice and record the receipt shows the customer is active.

That means issue. While the forum is in English, not everyone around the world uses the same terminology all the time: issue, raise, emit, all mean the same thing.

After selecting Accounts receivable > Customer, leave the invoice number blank. Manager will then allocate the receipt to the unpaid invoice with the oldest due date, then the next oldest, etc. If you specify the invoice, the program allocates everything to that invoice, which becomes overpaid.

Specifying the invoice prevents rolling application of credits to new invoices, which can be difficult to track down and raise all sorts of problems in some situations. Leaving the invoice unspecified allows the credit to be applied to future invoices automatically. Read these Guides:

In your situation, there are two simple solutions:

  1. Edit the receipt to remove the specific invoice allocation. This will stop the earlier invoice from being overpaid and make the credit available for future invoices. This could be convenient if there are few invoices and the customer expects the credit to be applied to the next one.
  2. Edit the receipt to divide the money into two line items. Post the first (equal to the previous invoice) explicitly. Post the second (for the overpayment amount) without specifying the invoice. This could be convenient if there will be many invoices, but the customer wants control over which are paid.

Sorry but I am really struggling with this!

Where is this, I can’t find it anywhere?

I have already applied the overpayment to an existing invoice so it is difficult to remove the invoice number. WOuld it be easier to just apply a minus amount in the next invoice to correct it

Read the Guide: https://www.manager.io/guides/7820. There are illustrations.

No, it is not. Just edit the receipt and click the X in the invoice number field.

No. That isn’t correcting anything. It is covering up your earlier mistake.

Thank you for your help.
I have got it resolved now.