This object is in archive!
Over/Under Payments
Answered
Has there been a change to IO and how the payments get imported into QB? In the past, if a customer over pays (such as gratuity, etc), I have entered the amount the customer has paid. IO shows a credit, so I have added an additional payment and put it with a negative amount. This puts the event as paid in full. In the past, I've gone into QB and created a journal entry allocating the funds to the correct account. Similar if the customer underpays.
I'm now getting these messages when the payments do not exactly match QB.
3210: The "AppliedToTxnAdd payment amount" field has an invalid value "626.88". QuickBooks error message: You cannot pay more than the amount due.
The same question
There hasn't been a change with this area in a while. When it enters a payment into QB, it will apply a certain amount to the invoice in QB. If for some reason the amount due in QB on the invoice is less than that in IO, you will get this error.
There hasn't been a change with this area in a while. When it enters a payment into QB, it will apply a certain amount to the invoice in QB. If for some reason the amount due in QB on the invoice is less than that in IO, you will get this error.
There hasn't been a change with this area in a while. When it enters a payment into QB, it will apply a certain amount to the invoice in QB. If for some reason the amount due in QB on the invoice is less than that in IO, you will get this error.
There hasn't been a change with this area in a while. When it enters a payment into QB, it will apply a certain amount to the invoice in QB. If for some reason the amount due in QB on the invoice is less than that in IO, you will get this error.
Thanks. I think it was just those two leads because I have many before and haven't had issues like this. I created a new lead and overpaid it. Quickbooks accepted it without issue.
If I ignore the message saying QB cannot accept the over payment on the two leads, will it affect anything? At this point, everything I've done since the message has seemlessly gone into QB but wanted to double check.
Leaving a credit due or a balance due, does it affect anything in IO?
Thanks. I think it was just those two leads because I have many before and haven't had issues like this. I created a new lead and overpaid it. Quickbooks accepted it without issue.
If I ignore the message saying QB cannot accept the over payment on the two leads, will it affect anything? At this point, everything I've done since the message has seemlessly gone into QB but wanted to double check.
Leaving a credit due or a balance due, does it affect anything in IO?
It should not affect anything else. A credit in IO will only be shown on that lead and currently won't affect other leads by that customer. The same goes for balance due, except those will show up on the overview page as still owing you money.
You can use the Preset filters on the leads page to get a report of these events
It should not affect anything else. A credit in IO will only be shown on that lead and currently won't affect other leads by that customer. The same goes for balance due, except those will show up on the overview page as still owing you money.
You can use the Preset filters on the leads page to get a report of these events
Replies have been locked on this page!