Remittance

Question

I have received a remittance from a Customer which has a debit amount which was entered in error and meant for another company. They have agreed to correct this on their next remittance, how do I allocate the original remittance with the difference ?

Adam K Sage · Accepted Answer

Hi Josephine, 
 
 Thanks for sharing the details. Based on what you've described, here are two common scenarios and how you can handle them. If you're still unsure, it's always a good idea to check with the provider of your support package for further help. 
 Scenario 1: The customer has overpaid You can create a Sales Receipt for the full amount the customer paid. Then, apply the correct amount to the outstanding invoice(s). The extra amount will stay as a credit on the account. When the next invoice is due, you can use that credit to help pay it off. 
 Scenario 2: The customer has underpaid Create a Sales Receipt for the amount received. Apply it to the correct invoice(s). This will leave a balance still due. When the customer sends the remaining amount, you can go back and apply it to the unpaid invoice and any new ones, which should clear the balance. 
 
 Thank you 
 
 Adam

Sage 200 UKI

Remittance

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