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How to create an account credit from an overpayment

How to create an account credit from an overpayment

 

  1. Sign in to a PlayerFirst website. 

  2. Find and select the invoice that has the overpayment.

  3. Confirm the overpayment by noting a negative value on the Balance to Date column, under Payment Schedule and History.

  4. Once an overpayment has been confirmed, click the Overpayment to Credit button.
    This button will only show if the invoice has an overpayment.

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  5. A new line item will be created along with a credit. The item name will be Overpayment and the cost will be equal to the amount the invoice was overpaid by. The credit will have the save value as the overpayment.

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  6. You may need to use the Auto-Reallocate tool after the overpayment is created in order to properly allocate the invoice.

  7. Admin Notes: Add a note with today’s date, a brief explanation of the actions taken, and your initials.