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Customer overpayment

Sage 50 general help forum - Free help and support for all general issues
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angmc
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Customer overpayment

Post by angmc » 30 Nov 2007, 12:53

Hi

One of our customers has paid us twice on the same invoice, first by cheque which has been banked & again by BACS. They want us to send them a cheque for the overpayment but I'm not sure how to record it in Sage.

Any help would be appreciated.
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brucedenney
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Sage Version: v30 UK/Europe/Africa

Post by brucedenney » 01 Dec 2007, 23:45

What version of Sage?
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angmc
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Post by angmc » 03 Dec 2007, 09:19

It's version 11
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Post by angmc » 03 Dec 2007, 15:26

Actually I've had a though about this....could I enter the overpayment as a bank receipt and then pay the customer the overpayment by cheque entering it as a bank payment?
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brucedenney
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Sage Version: v30 UK/Europe/Africa

Post by brucedenney » 12 Dec 2007, 12:37

The way I would have done it is to do the payment on account, then raise a dummy invoice to 9999 as tax code t9 to move the payment off the account (using a suitable description such as "Refund to customer") then done a bank payment to 9999 for the actual cheque.

V2007 onwards has a refund transaction....
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