Is there a functionality/bundle/suiteApp similar t...
# accounting
s
Is there a functionality/bundle/suiteApp similar to small balance write off if they have overpaid? Small balance write off create credit memo for under payments
s
as far as I know no pre baked solution out there. You should be able to do that by workflow - use a search to isolate the overpayment based on the threshold then create the credit memo. Scripting would also follow the same logic
l
Just curious, what should happen if they overpay? Right now, we just leave it as unapplied in the Customer Payment until we can allocate it to future open invoices.
s
@luis I agree it should just sit on open A/r balance it's same thing as credit memo, I will need to ask them. Do they want it add it to the invoice?
m
We built a custom module for this in-house. It's designed similarly to NetSuite Electronic Payments SuiteApp. Users will create a write off batch by searching for transactions based on various criteria (amount remaining, age etc..), which goes through an approval process and then automatically creates write-off transactions and applies them to the source transactions
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s
This is doable by small balance write off, I am trying to figure out what to do with overage, when customer pays extra
m
Yup it handles both ways, we just raise an invoice against overpayments/credit memos not taken up
s
Aha interesting
m
Small balance write-offs, is the the deducations & chargeback suiteapp?
s
Yeah
m
Ah I didn't actually know about that when we built this
But we needed far more controls around the process then what it looks like that suiteapp offers
s
And I think it's free, but chargeback part is not very clear, need to do more digging
m
Appears to be free
s
Yeah wasn't 100%