Resolving a Payment

Occasionally, you may need to resolve an overpayment. When a payment is resolved, a debit memo (reason = "Resolve Overpay") is created and applied to the payment. The debit memo has the same number and amount as the payment. Transactions created as the result of resolving a transaction have a document number suffix of "-ro" (e.g. 12345-ro).

TIP

This process is a shortcut to resolve the entire amount at once. If you want to specify the application to multiple transactions, create separate debit memos.

  1. From the Transaction Details page for the payment, click Resolve.
  2. In the confirmation, select a reason.
  3. Enter a note (your user name and date are automatically stored with your note).
  4. Click OK to confirm.
  5. Under Application Detail, note the newly created debit memo that offsets the payment balance, which is now $0.00.