Allow importing customer overpayments from accounting software to Breww

We are integrated with Xero. We invoice customers via Breww, Breww sends the invoice into Xero, we reconcile the payment in against the invoice in Xero and the invoice in Breww gets marked as paid.

There are occasions when our customers pay us too much. We tend to hold this overpayment on account and log it in Xero as an overpayment which we would allocate to the next invoice we raise for them. HOWEVER, we have no way of reflecting this overpayment in Breww so it can be allocated to an invoice and the team that raises the invoices in Breww do not have access to Xero.

We need a feature developed to help us deal with this scenario

Overpayments can be represented in Breww, but they must be added directly into Breww (they don’t import from Xero). To do this, the payment needs to be added via the “Orders, credit notes & payments” tab on the customer’s account page (rather than to a specific order). This would allow the overpayment to show in Breww and be allocated to later order(s).

I can see the benefits of Breww importing these from Xero, so we can keep this thread open for this, if that would be helpful?

A post was split to a new topic: Separate permission to add payments to orders so this can only be done by some people