Hi all. We have some customers that take deductions and chargebacks against invoices that were previously paid in full. the issue is they take the deductions on payments for other invoices. We usually try and fight these deductions but in order for the payment to match, we have to currently apply a credit for the deduction to the previously paid invoice. This basically shows that we are accepting their deduction and have no way of showing that we are fighting that deduction and they should still technically owe us back for the deduction until we reach a resolution or accept their deduction. Right not we would create a new invoice to represent that deduction we are fighting against so it displays on the AR until its resolved. This is a lot of steps and leaves room for error. Does anyone have a better solution to managing these deductions/chargebacks?

Why can't you just accept a partial payment against the invoices they are short paying?

@michoel Because the invoices they are taking the deductions from are already paid in full. They take the deductions weeks or even months after they paid the full balance of the invoice they are now taking deductions from.

If this happens often, I'd create a custom transaction that will hold this AR (so you can separate it from your real invoices). And since the payment that comes in for a current invoice is short (due to an old invoice) and therefore you don't receive the full current payment, on the payment screen you'll want to fully pay off the current invoice but also add in the custom transaction would would be an offset. Therefore your total payment received in the bank is correct. Then, your custom transaction can show on AR reports.

I just chanced on this which may help you, though SuiteSolutions were for a time free but I don't know what the situation with them is now

We use that suite solution and it sounds like it would do most of what you need