Hi,
I have various invoices that have been short paid by the customer by pennies and would like to remove these from the Debtors.
Can you please advise of the best way to do this in IFS?
Thank you,
Lisa
Hi,
You can use write-off codes to do this. Also, if this happens to you often, you can also set a tolerance for these payments to use a write-off code on default. This is done on company level under payment basic data.
+4
Thank you Samuel,
Some of the entries also relate to where the customer has overpaid by pennies.
I have generated a customer payment at zero value but when I pick up the overpayment I cannot pick up a “write off” code from the list of values.
Is there an easy way to remove the overpayments without generating invoices?
Hi,
Write-off codes should work on overpayments as well. You have to enable write-off for partial payment in company level.
Here is also a previous discussion over the topic where difference item was suggested as well. How can i write off a customer over payment | IFS Community
+4
Hi Samuel,
Can you please advise how we do this?
Hi Lisa,
I have attached here brief instructions for write-offs. They might not be exhausting but should give an overview of needed basic data and the process.
+4
Hi Samuel,
Thank you for taking the time with this.
Most appreciated.
Kind regards
Lisa
Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.