Overpayment of Customer Invoice Balance - Microsoft Access Forum


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Overpayment of Customer Invoice Balance

Marcelino Sanchez

7 months ago

Richard, I am using your accounts receivable database, and would like to be able to track customer overpayments. I want the overpaid amount to appear on their receipt as a credit. I would also like to apply the credit amount to a future order balance. I have searched and can't find anything on how to implement this feature to the database. Can someone provide some insight on how I can achieve this. Thank you in advance.

	Richard Rost @Reply 7 months ago
Which database are you working with? This one: Accounts Receivable Because that's a very simple database. Most TechHelp databases are. I go into tracking AR, including partial payments and overpayments in my full Access Developer series. Overpayments specifically are covered in Developer 8.

	Richard Rost @Reply 7 months ago
If you still want to do it with that simpler database, what you could do is you could just manually calculate the overage, and then make a second invoice for that difference so everything balances out. Then, either issue the customer a credit or give them a refund based on that amount. There's lots you can do - it's just however you want to implement it is up to you.

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