We pay for a lot of our products on a proforma basis, due to this there is often an over payment when trying to reconcile the bank account transaction to the invoices.
How do I account for the over payment ? Do I have to add the charge in to make it balance and then create a credit note, or is there an easier way?
Welcome to the Community - thank you for your question!
You will need to record the over-payment manually. Go to the bill and make payment of the full amount, including the over-payment. You will then be able to match in Banking.
Please let us know if you have any other questions.
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