Handling Customer Invoice Short Payments

This guide explains how to manage customer short payments in the Accounts Receivable Invoice screen. When a customer pays slightly less than the invoice total, users can quickly resolve the remaining balance by writing it off to a selected General Ledger account, such as a Sales Discount account. Once confirmed, the invoices are fully cleared, the payment is recorded, and the invoices are removed from the customer’s open ledger.

• Navigate to Accounts Receivable Invoices by going to Accounting > Accounts Receivable > Invoices.
• Filter Customer Invoices to locate the customer making the payment and identify the invoices being paid.
• Select the Invoice(s) and choose Receive Payment to process the customer payment.
• Enter the Actual Payment Amount if the customer short pays the total invoice balance.
• Use the Resolve Option to write off the remaining balance difference to an appropriate General Ledger Account, such as Sales Discounts.
• Split Write-Off Amounts if Needed across multiple General Ledger Accounts for more detailed accounting.
• Confirm the Payment to finalize the transaction and clear the invoices from the customer ledger.
• Review Payment Records in the Payments section to verify the completed payment and write-off activity.