sql-ledger-users

[SL] help with "credit"

[Myk R. <myk...@gm...>]

I need a little help understanding how to use part of the "credit" system. I 
have a customer who overpaid because I didn't have enough change on hand. He 
wanted to just have the excess added to his account. Now, when I go to do an 
invoice, it shows remaining credit. How do I apply this credit to a new bill? 
What should have been the proper way to log the excess payment in the first 
place?

Thanks,
-myk robinson

Re: [SL] help with "credit"

[Dirk E. S. <ds...@ca...>]

> I need a little help understanding how to use part of the "credit" system.
> I
> have a customer who overpaid because I didn't have enough change on hand.
> He
> wanted to just have the excess added to his account. Now, when I go to do
> an
> invoice, it shows remaining credit. How do I apply this credit to a new
> bill?

This is easy: Use the cash module and register the complete payment of the
client (including the overpayment.) The overpayment will stay in accounts
receivable with an negative value. When the client pays his next invoice
use again the cash module: Select the amount of the new invoice as well as
the negative value of the overpaid invoice.

Hope it helps...

-- 
Dirk Enrique Seiffert - Lintec S.A.
Ed. Torre del Reloj - Of. 401
Plaza de los Coches, Centro
Cartagena - Colombia
http://www.lintecsa.com

Re: [SL] help with "credit"

[Michael H. <mh...@it...>]

That's the best explanation/solution I've seen yet - thanks Dirk!

- Michael


On May 24, 2007, at 2:50 PM, Dirk Enrique Seiffert wrote:

>
>> I need a little help understanding how to use part of the "credit"  
>> system.
>> I
>> have a customer who overpaid because I didn't have enough change  
>> on hand.
>> He
>> wanted to just have the excess added to his account. Now, when I  
>> go to do
>> an
>> invoice, it shows remaining credit. How do I apply this credit to  
>> a new
>> bill?
>
> This is easy: Use the cash module and register the complete payment  
> of the
> client (including the overpayment.) The overpayment will stay in  
> accounts
> receivable with an negative value. When the client pays his next  
> invoice
> use again the cash module: Select the amount of the new invoice as  
> well as
> the negative value of the overpaid invoice.
>
> Hope it helps...
>
> -- 
> Dirk Enrique Seiffert - Lintec S.A.
> Ed. Torre del Reloj - Of. 401
> Plaza de los Coches, Centro
> Cartagena - Colombia
> http://www.lintecsa.com
>
>
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