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How do I handle Customer Credits/Over payments? |
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First thing to do is create a new Payment Type called "Credit" in Setup (Payment Types tab).
Credits can be used for reducing a Customer Balance (where they have over paid).
Leave Order with positive Balance, next time they Order pay down Credit Balance with a Payment of type "Credit" so that now has a balance of 0.00 (zero). Note this amount should be negative, that is if you owe them $10 enter Payment of type "Credit" for the amount of -10.00 dollars.
Now go apply the same amount as a Payment against Current Order to reduce it by the same amount (this time it is a positive amount of $10.00 using example above). The two payments (1 postive, 1 negative) balance out and reduce both Invoices by the correct amount.
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