Invoice manager Overpayment

By using this feature we can add an Overpayment and allocate it to selected invoices or get refund.

1- Click on Finance  > invoice manager

2- Click on New Overpayment button to create a new overpayment

3- In add overpayment page enter the following details

1. To: (select name).
   

2. Date: (select required date).
   

3. Reference:(enter reference No.).
   

4. Select method of payment (Credit Card, EFTPos, Bank Transfer,Cash,Direct Debit, other, Cheque, PayPal).
   

5. Enter the Amount of Overpayment.
   

4-Click approve to approve the Overpayment.

5- You can check and edit the description and reference if needed by clicking on Awaiting payment > select your approved Overpayment. You can also filter your search using  one of the following options (Parent, Child, invoice Id, Billing Id) 

6- After selecting your invoice you can choose to allocate your Overpayment to one of the following fields:

1. Refund overpayment.
   

2. Allocate to invoice.
   

7- Click save button to save the payment.

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