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How to add funds to a customer's account when refund is declined - in SAP Business One

We have a customer who overpaid. Instead of a refund, the customer wants us to "add it to my account for future purchases."

How do I do this in SAP Business one

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2 Answers

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    Former Member
    Mar 06, 2017 at 05:11 AM

    Hello,

    You should go with A/R Credit Memo.

    Thanks,

    Engr. Taseeb Saeed

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  • Mar 06, 2017 at 06:36 AM

    Hi,

    If you have entered the Payment Received as 'Payment on Account', you can have the amount remaining not reconciled in the BP Account balance after adjusting the relevant Invoice and the same will be available further to apply with future transactions.

    By this you can have the funds standing in the name of Business Partner Master Data.

    Regards,

    Jitin

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