Excess payment on a invoice means that the transactions added to the invoice are greater than the invoice's sum. This may happen for example if:
- the participant has paid their invoice several times or with a bigger sum than necessary
- the participant has paid an old invoice with this invoice's reference number, thus the payment is added to the wrong invoice. In this case the new invoice is open and the old one has excess payment.
- the participant has paid the invoice but the organiser has also created a credit note for the invoice
Participant paid invoice and credit note was created
If there is a transaction and a credit note added to an invoice, the invoice status is Excess payment. To correct this:
- Create a copy of the invoice to get a new invoice
- Open the new invoice and copy its reference number
- Open the old invoice (that has both the transaction and credit note)
- Open the transaction the participant has paid (see image below, point 3)
- Replace the reference number with the new invoice's reference number (see image below, point 4)
Participant paid invoice too many times or paid too much
- Check your bank account to see that there really is an excess payment
- Refund the excess money to the participant
- Find the invoice in Lyyti's accounts receivable and open it by clicking the show-button (see image above)
- Clic Add transaction and add a negative sum. Mark yourself as payer and the date is the date of refund. This way your accounts receivable matches your bank statement. (Click here for more detailed instructions on how to add a transaction.)
Participant paid invoice with old reference number
To correct the situation:
- Find the invoice that should be the target of the payment and copy its reference number
- Find the invoice that has excess payment and open it by clicking the show-icon
- Edit the transaction you wish to move to the new invoice
- Add the other invoice's reference number and save.
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