Problem
A payment was made on invoice with a portion intended for a future invoice. However, the payment did not show up on the future invoice as expected. This issue occurred because payments collected on one invoice automatically apply to that invoice only, leading to a negative balance when the payment exceeds the invoice total.
Solution
When collecting a payment intended for multiple invoices, first apply it as credit. Then, distribute the credit across the invoices as needed. This method ensures payments are correctly applied to both current and future invoices.
Search for and go to the invoice with the overpayment.
Unapply the payment from this invoice. This action turns the payment into credit on the customer's profile.
Search for and go to the customer profile.
On the customer profile, click the More icon > Collect Payment.
On the Collect and Apply Payments screen, select the Credits option.
On the Credits section that expands, select the payment you want to use.
On the Apply to Invoice section, select the invoice to which you want to apply the payment.
When finished, click Save.
Repeat steps 4-8 to apply the remaining amount to the second invoice.