How to use a credit note or an overpayment to pay a future amount due?

A member has an available credit note or overpayment and wishes to use it to pay a future
amount due, previously configured as payable by direct debit. This article details how to do
this…

Activating the feature

This feature must be activated by Resamania. To learn what are the options of activation,
please read this article. You must wait for the direct debit batch to be generated to observe
the credit note or overpayment allocating on the direct debit invoice.

The member comes to make an early payment of the coming months previously configured as
paid by direct debit?

To learn how to do this, please click HERE.

  Use a credit note to pay a future amount due

From the member file, please go to the Invoices tab, then the three small dots of the
available credit note and click on See the original credit note. Please then click on Use the
credit note to pay future amount dues. The credit note will be configured for the next
amount due, when the latter will be issued.

Use an overpayment to pay a future amount due

From the member file, please go to the Payments tab, then the three small dots of the
payment in relation to the available overpayment, then click on See the original payment.
Please then click on Use the overpayment to pay future amount dues. The overpayment
will be configured for the next amount due, when the latter will be issued.