a customer had a overpayment that was subsequently applied after a manual credit memo was sent to the customer. how could we track this in our system to be able to see when the customer applied the manual payment/we applied to a future invoice? what is best practice?

AI generated answer (using internal Slack threads):

****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To track an overpayment that was subsequently applied after a manual credit memo was sent to the customer, you can use the following steps: 1. Create a credit memo for the overpayment amount. This will be linked to the customer's record in NetSuite. 2. When the customer applies the manual payment or when it is applied to a future invoice, you can apply this credit memo to that invoice. This will reduce the invoice amount by the credit memo amount. 3. To track when the credit memo was applied, you can use the 'Date' field on the 'Apply' subtab of the credit memo. This field will show the date when the credit memo was applied to an invoice. 4. For reporting purposes, you can create a saved search that includes the 'Date' field from the 'Apply' subtab of the credit memo. This will allow you to see when the credit memo was applied. As a best practice, it is recommended to always create a credit memo for overpayments and apply it to future invoices. This will ensure that the customer's account balance is accurate and that you can easily track when the overpayment was applied.