How to create an overpayment

This feature allows users to make an overpayment that would result to an automatic creation of credit memo.

  1. When creating Customer Payment, system allows user to provide a Total Payment Amount value higher than the Applied Amount so that Unapplied Amount would have a value greater than zero. This would also result. Make sure to save the record to create a Customer Payment transaction in Draft status.

    Amount fields

  2. Click on Post button and user may provide a Status Update Reason.

    Post button

  3. Once the record is posted, click on Related Records tab

    Related Records tab

  4. A new related Customer Credit Memo transaction is created.

    New CCM record