Hi Everyone,
We are trying to pay off an invoice in v.14 but the check sent in is an over payment and not the invoice amount. Does anyone have an idea of how to do this? In v12.5.1 we were able to insert a second refund line but it seems that we do not have that functionality in v.14 (at least that I can see).
Kristin
Hi Kristin,
When we encounter this situation, we do one of two things:
If you are putting the balance on account:
- Apply the full check amount to the order.
- Insert a second payment line in the order and put the full amount on account.
- Open the invoice on the constituent record and use some of that on account balance to pay off the invoice. The rest will remain on account.
If you are refunding the balance:
- Insert a second payment line and put the amount needed for the invoice on account.
- Insert a third payment line and indicate the refund for the balance.
- Open the invoice on the constituent record and use the full amount you just applied on account to pay off the invoice.
Hope this helps!
-Anne
Hi Anne,
We intend to refund the balance so after putting the check in would we need to put in the positive amount needed to pay off the invoice to adjustment on account then add a third line to do the refund issuance paymode? v.14 is tricky because you have to get out of the apply payment window instead of just inserting the needed lines.
You should be able to enter the check information and click "Apply Payment", then enter a negative amount for the amount to put on account and click "Apply Payment" again, then enter another negative amount for the amount to refund and click "Apply Payment" a third time, which should leave the order with a total balance of $0.
Something new in V14 as well...when paying the invoices on the constituent record under view invoices, the payment records are now placed on the order associated with the invoice. This is not behavior we had in earlier versions. I would do testing in Test before you quote me verbatim on this, but it appears to work for us. This means we no longer have to do the payments on the order and put to on-account to have payment tracking on the order....hooray.
-Chris