How do Credit payments against my Customers appear, within Forecast.Live?

How do Credit payments against my Customers appear?

There's one of two ways that these payments can appear against the Customer:

Case 1. The Payment is allocated against an Invoice in the Business System.

When the payment is allocated, the payment amount is simply deducted from the Invoice. No document appears in Forecast.Live because the invoice is not outstanding
            

Case 2. The payment is not allocated to an Invoice yet.

An unallocated payment from a Customer will show as a net-negative outstanding invoice from that Customer
            
Tip: You can go to the Unallocated Invoices report to see potential invoice matches for reconciliation to reduce this list.

Need more help?

Send us a support ticket to Support@Plus.Live


    • Related Articles

    • View all Customers with Credit Balances

      This is pretty easy to view. Click on the Customers tab, on the left hand menu: Once your Customer table is displayed, you can Customise your view: You can sort, group, filter and choose columns to suit. Try it out: Once you're happy with your view, ...

    • View Customers by Credit Limit

      Forecast.Live gives the Finance team a better way to view Customer Overdue information. Click on the Customers tab, on the left hand menu: Once your Customer table is displayed, you can Customise your view: You can sort, group, filter and choose ...

    • I have prepayments of Customer (or Supplier) Accounts, how do they appear?

      Provided that documents are lodged in your Business System, these will appear as Debtors (for Customers) or Creditors (Suppliers) invoices with data as set out in the Business System. From here, one of two scenarios will apply: The Customer has ...

    • Preparing a Detailed Sales Credit

      Article Summary This article explains how to do a Detailed Sales Credit, under the Detailed Entry Menu. Warning: If Sales Credit Icon is visible, this functionality may not have been authorised. Speak to your Sales.Live administrator or see under ...

    • How do I update my Credit Card for an Application within Sales.Live

      You can update your card in Plus.Live- just log in and go to the company profile page. That's on the Admin menu (top right, click on icon), then look to the left menu, and choose "Company Profile" If you need more help, pop us a ticket to ...