Overpayments can occur from sales orders when some orderlines are split off into a backorder, or when items are removed from a sales order. Maropost Commerce provides a management report and console so that you know exactly what overpayments or credits need to be applied to what invoices in your accounting system. Maropost Commerce will only export account credits of they are on an RMA that has that credit on it.
You can access this console in your control panel, by navigating to Xero / MYOB / Unleashed > Credits Pending Allocation. This will display a list of credits / overpayments that need to be applied manually in Xero.
You will need to click on the Re-generate button to display the latest data. The report will take a few minutes to generate.
They are referenced by the payment ID and invoice so that you can find the correct record in Xero and allocate the credit to the record. The workflow involves locating the invoice in your accounting system, verifying that the credit amount is the amount outstanding on the invoice, and allocating the credit to the invoice. You would then select the credit, and "with selected" mark credit as allocated.
For instructions on how to apply the credit to invoice refer to the relevant guide below:
Once you have applied the credit, you can mark the credit allocated on the report by selecting Mark as Allocated.
To mark invoices in bulk, select them on the left and then scroll to the bottom of the report and select With Selected > Mark Selected as Allocated.
