How Do I Record an Agent Pre-payment or Overpayment

How Do I Record an Agent Pre-payment or Overpayment

When an agent wants to pay an upcoming bill in advance, or when an agent wants to overpay their current bills, this is entered in darwin as an Overpayment.

To record an overpayment:

  1. Click the Sales menu at the top of the screen
  2. Click the Add Payments sub menu
  3. Click the search button
  4. Choose a company from the dropdown
  5. Click the search button

Note: If the company is set up as more than one legal company in darwin Cloud, user will need to first click the search button and filter by company before the Overpayment button become available.

  1. Click the overpayment button
  2. Select the agent by clicking the magnifying glass button next to the customer field
    • the select vendor window will appear, fill in accordingly and click search
  3. Enter a description on the memo/payee field
  4. Enter the check number
  5. Enter the date by typing in the field or selecting it in calendar using the calendar icon
  6. Enter the amount $
  7. Click the post button

A notification will appear: The credit has been applied to the selected customer. Payment: 64653

To check the recorded overpayment while still in the Sales menu:

  1. Click the Add Payments sub menu
  2. Click the search button
  3. Choose company from the dropdown
  4. Click search
  5. Type in a portion of the agent's name on the filter field for the invoice to column
  6. Confirm the overpayment has been entered

Deposit an overpayment

  1. Go to Banking menu
  2. Click the Deposit sub menu
  3. Click the (+) new button
  4. Select the company from the drop-down list
  5. Select the bank account from the drop-down list
  6. Enter the deposit date by typing in the field or selecting it in calendar using the calendar icon
  7. Click the start button
  1. Click the add undeposited button
  2. Select the overpayment item on the list by clicking the box
  3. Click the add to deposit button
  1. Click the post button

The deposit has been saved and posted.

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