ISTech Support Forum - Payment includes CM & Inv for 2 customers

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ISTech Support Forum › Evo-ERP and DBA Classic › Accounting

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Payment includes CM & Inv for 2 customers (Read 439 times)

Irma

Browser

I need help!!

Posts: 50
Gender: female

Payment includes CM & Inv for 2 customers
06/22/09 at 12:12:32

There is a customer with 2 different accounts. We got a check paying one invoice for one of the accounts and applying a CM for the other.

I have done postings for customers with 2 accounts with no difficulty because the amounts are positive but in this case it is not working.

Please let me know how I can post this transaction properly.

Check $1,553.26
Invoice Customer Account #1 $1,787.40
CM Customer Account #2 -$234.14

Thank you for your help

Irma

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Lynn_Pantic

Administrator

evolution (n) -
gradual change to a
different form

Posts: 5663

Re: Payment includes CM & Inv for 2 customers
Reply #1 - 06/23/09 at 06:50:33

In AR-C, go into the customer with the credit first and enter the check amount. Select the credit so that the total payment amount includes the check plus the credit and click DONE. You will be asked if you want to apply the payment to invoices, say N and then you will be asked if you want to apply the overpayment to another customer. Say Y and proceed as usual.

Lynn Pantic
IS Tech Support
lynn@istechsupport.com

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Irma Browser I need help!! Posts: 50 Gender:	Re: Payment includes CM & Inv for 2 customers Reply #2 - 06/23/09 at 07:00:18 Thank you Lynn, you always have the correct answer....I will try it, I know it will work, you are an expert......Irma
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ISTech Support Forum › Evo-ERP and DBA Classic › Accounting

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