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#1 10-10-2019 13:43:03

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Registered: 11-15-2004
Posts: 249

K9 - How to handle check payment with insufficient funds process

Hello,

This doesn't come up often but wondering what process flow to use when a customer check is applied through payments for multiple invoices including a partial and has been exported to QuickBooks and deposited.  A few days later the check is rejected due to insufficient funds from the customer's bank.  The customer in turn remedies the issue by getting a cashier's check to replace the old check.

The question is how do we process both the bad check through K9 and QuickBooks as it relates to invoices affected in K9 and then apply the new payment to the account again for presentment?

Thanks


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#2 10-11-2019 07:59:55

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From: York, PA
Registered: 04-20-2001
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Re: K9 - How to handle check payment with insufficient funds process

I'm reading this as everything has been paid, logged as paid in K9, and the payments are in QuickBooks.  Doesn't sound like you need to do anything, except perhaps adjust the payment date or reference number in QB.


Nick Hendler

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#3 10-11-2019 08:35:15

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Registered: 11-15-2004
Posts: 249

Re: K9 - How to handle check payment with insufficient funds process

Thanks for getting back to me on this.  If the scenario played out that we didn't get replacement payment then what would we do in K9?


Using Kryptronic K9! smile
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#4 10-14-2019 08:43:08

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From: York, PA
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Re: K9 - How to handle check payment with insufficient funds process

You could ring a new order for a service matching the overdraft amount to show the receivable in K9.  Once paid, complete the order then do a return on the order to zero it out.


Nick Hendler

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