Bank Reconciliation - Overpayments should appear in the Find & Match
Overpayments should appear in the Find & Match for Customers.
If a customer pays their correct amount owing, but an overpayment on their account hasn't been allocated against an invoice, it is impossible to reconcile.
Users have to go into Contacts, check if there is an overpayment, allocate the overpayment against an invoice then go back into the Bank Reconciliation page.
Users should be able to tick the invoices being paid and the overpayment that was used to reconcile in Find & Match.
ANDREW ADAMS
shared this idea
-
Cecily Gavin
commented
Make it possible to apply cash refunds or multiple overpayments at once instead of having to go manually into each overpayment and process a cash refund at the bottom of the screen. Give the choice to select multiple items at a time.
-
Suzette Edwards
commented
Allow addition of an overpayment on a receipt. I have a customer who paid several invoices and included an amount for a future invoice. I now have to go CREATE a temporary invoice to apply the funds to. This is dumb.