Overpayment can occur due to the following:
- A credit note was issued for the invoice, which was already paid
- The customer paid an amount that is higher than the actual value of the invoice
There are 2 solutions on how to transfer the overpayment:
1. Automatic transfer
Click on Your Company
and activate the ''Automatic overpayment transfer'' functionality
Save changes and overpayments belonging to a certain invoice will be automatically transferred to unpaid invoices of the same partner.
2. Manual overpayment transfer
A credit note was issued for an already paid invoice, consequently leading to the creation of an overpayment for that invoice (displayed below)
that should be transferred as payment for any outstanding invoice of the partner.
On the outstanding invoice page, click on the icon for payments, select it and choose the following:
- type of payment - "Overpayment transfer"
- invoice from which the overpayment will be transferred
- click on Add and Save.
