Receipts/payments issue

1

With the new upgrade to seperate receipts and payments, when we are issuing a refund, it is unable to be connected to the invoice chosen.

Previously, when we issue a refund, we usually go on the invoice, click the receipt tab, change it to a payment and its auto connected to the invoice.

Now on the new setup, when wanting to issue refund, we do the same exact thing but it just records it as a receipt (instead of noting it as payment).

So we figured to get it as a payment we have to manually go to the payment tab, put in the info necassary and connect it to the invoice, but it doesnt come up on the invoice.

Screen shots below shows before we click receipt, choose as payment, then it shows on the invoice as payment… which is clear to a customer that it was a refund

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This below is what it looks like now, it shows as a receipt instead of a payment.

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As noted above, going into the payment tab and trying to connect it to the invoice so it shows as payment doesnt work.

1 Like
2

Let me understand better the workflow.

Is this when customer is overpaying the invoice and you want to pay them back the overpaid amount?

3

In the payment tab have you tried

  • selecting type customer and
  • choosing your customer
  • select line item accounts receivable → invoice
4

Yes effectively there is an overpayment (after an order is cancelled and only a restocking fee imposed).

5

Yes it does not connect to the invoice if we manually go payments tab and select as you noted.

6

If there is an overpayment on invoice (for example by creating credit note), then the best way would be to simply show different button which can create new payment.