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Customer Direct Debit/repayment - No invoices selected

  • Nov 14, 2022 3:13 PM UTC
  • 6 replies
  • 257 views

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When processing a customer payment proposal (either Direct debit or repayment), how do I rectify this error if the balance is in favour of the customer?

 

 

6 replies

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Hi,

May be your Payment Format doesn’t support the currencies that you are trying to create the order for. You may check them in the Payment Formats per Company window(Allowed Currencies column). May be little more details on the Payment Format that you have used , a screen shot of the proposal details including the steps you follow would be useful to see what has gone wrong.

Kind Regards,

Rajith


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  • Author
  • Sidekick (Customer)
  • Feb 2, 2023 10:36 AM UTC

 

 

 

 

 

 

 

Above is screenshots of the full process and details of the Payment format being used

 

 


Furkan Zengin
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • Feb 2, 2023 10:58 AM UTC

Hello

 

Here must be something not right. Is there a value in payment method field?  

 


YvetteUtpadel
Do Gooder (Customer)
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  • Do Gooder (Customer)
  • Aug 23, 2023 6:20 PM UTC

I am also getting this error when creating a Customer Repayment Order.  

 

What are the configuration checks that can be done?  What are the data prerequisites to get this to work?

 

Thank you,

Yvette

 


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Hi, 

Other topics cover the set up in good detail. (for example, see the non-supplier payments). That posting is really for customer repayments. 

The customer repayment (if I remember correctly) will automatically select invoices “IF” customer has a negative balance, and if the process is set up correctly.  

You can manually assign a invoice for repayment by adding the record manually just like you would do in the supplier payment proposal.


YvetteUtpadel
Do Gooder (Customer)
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  • Do Gooder (Customer)
  • Aug 24, 2023 3:23 PM UTC

Hi Thomas,

Thank you for the information.  

Yvette