Payment transfer

Options
Iamkathleen
Iamkathleen Registered User, Daily Operations Certified, Advanced Operations Certified ✭✭
On the 2nd of the month a customer, who has 2 units and are linked, logged online and paid the total due for both units.  The payment was done on 02-02-22 should have been split but it was applied to only one of the units.  So, one unit is only paid until 01-31-2022 and the other is paid through 03-31-2022.  Can I get part of that money onto the 2nd unit after a daily close? 

Best Answer

  • storable_support
    storable_support Registered User, Registered Moderator, Community Manager ✭✭✭✭✭
    Answer ✓
    Options
    MamaDuke7 said:
    No.  The easiest way to handle this after the fact is to just add a charge back to the unit that got too much applied and create a credit for the one that wasn't paid.
    As always, @MamaDuke7 is correct! Thank you, Paula :)

    If you should need anything further, @Iamkathleen, please let us know!

Answers

  • MamaDuke7
    MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Options
    No.  The easiest way to handle this after the fact is to just add a charge back to the unit that got too much applied and create a credit for the one that wasn't paid.
  • Iamkathleen
    Iamkathleen Registered User, Daily Operations Certified, Advanced Operations Certified ✭✭
    Options
    Yup, MamaDuke7 is in the know. I have done that before but I was hoping there was another way.  Thank you ladies.  
  • Iamkathleen
    Iamkathleen Registered User, Daily Operations Certified, Advanced Operations Certified ✭✭
    Options
    Hi Paula, 
    Is there a way to keep it from happening again if she pays online?  The units are linked so if she pays the total shouldn't it distribute the payments to each unit?
    Kathleen
    MamaDuke7 said:
    No.  The easiest way to handle this after the fact is to just add a charge back to the unit that got too much applied and create a credit for the one that wasn't paid.
    As always, @MamaDuke7 is correct! Thank you, Paula :)

    If you should need anything further, @Iamkathleen, please let us know!

  • MamaDuke7
    MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Options
    Hi Paula, 
    Is there a way to keep it from happening again if she pays online?  The units are linked so if she pays the total shouldn't it distribute the payments to each unit?
    Kathleen
    MamaDuke7 said:
    No.  The easiest way to handle this after the fact is to just add a charge back to the unit that got too much applied and create a credit for the one that wasn't paid.
    As always, @MamaDuke7 is correct! Thank you, Paula :)

    If you should need anything further, @Iamkathleen, please let us know!

    To have it apply correctly online, they have to pay each unit individually.

© 2018 SiteLink Software, LLC. All Rights Reserved

Terms of Use  |  Privacy Policy   |  Cookies Policy   |  Help  |  Contact Community Manager   |  Change Marketplace Ads