Overpayment? How to use it?

An overpayment is a payment or part of a payment which isn’t allocated to any invoice. The member who benefits from it may use it as a means of payment when making a sale or paying a future amount due.

picto.JPGWHEN IS AN OVERPAYMENT GENERATED?

coche.JPGIN THE CASE OF EXCESS PAYMENT

A member paid more than s/he owes The excess becomes an available overpayment.

coche.JPGPAYING A FUTURE AMOUNT DUE INITIALLY PAID BY DIRECT DEBIT

A member was supposed to pay the coming months by Direct Debit but got Sport vouchers. So, s/he wishes to use them to pay the coming amount dues. This is exactly when the Add a payment button is going to be used in the member file.

mceclip0.png

To activate the feature using overpayments to pay future amount dues…

See this article.

coche.JPGOPERATIONAL ERROR

A payment was added directly in the member file instead of on the invoice. As explained above, an overpayment is consequently generated. In such a case, you must link the payment to the invoice. Either cancel the payment, or create a new payment on the invoice, or use the overpayment to pay the invoice.

picto.JPGHOW TO USE IT?

coche.JPGWHEN MAKING A SALE

If the member benefits from an available overpayment, it will be suggested on the screen of the means of payment when making the sale. It may be used to pay the purchase partially or in full.

mceclip1.png

To use it, simply select the £ icon and Use (amount).

mceclip2.png

coche.JPGTO PAY AN INVOICE

mceclip3.png

From the money icon, you may use the overpayment to pay an invoice.

coche.JPGTO PAY A FUTURE AMOUNT DUE

CAUTION

The feature enabling to use an overpayment to pay future amount dues not yet generated, needs to be activated by your Resamania interlocutor. To learn more about this feature, see this article.

 

coche.JPGUSE IT AS A REFUND

mceclip4.png

mceclip5.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.