Paying Amounts Forward

In instances where a customer or manufacturer has made an overpayment for an invoice, the positive difference on the payment can be applied to a future invoice. In order for the overpaid amount to be "forwarded", the overpaid payment must be posted. Note: this example will show commissioned payments.

Processing the Overpaid Invoice

1. Navigate to the Payments page.

2. Create a new payment.

3. The "Payment Editor" window will appear.

4. Enter an invoice number and select "Set."

5. Enter the payment information as needed. 

6. Because there is an overpayment, the "Difference" amount in the Payment header will show as a positive amount.

7. Post the payment. To learn more about posting payments, click here. 

Forwarding the Overpayment

1. Navigate to the Payments page.

2. Create a new payment.

3. The "Payment Editor" window will appear.

4. Enter an invoice number and select "Set."

5. Select the "Amounts Forwarded" tab. This will list all overpaid amounts available to be forwarded.

6. Enter the desired amount into the "Amount" column for an overpaid invoice.

7. The amount will apply to the invoice on the payment and the amount will be shown as a "Forwarded" amount in the Payment header.