How to do a Credit Note for a customer invoice paid twice?

Question

Our customer has paid for an invoice that they already paid for in full a month ago. What is the correct way to handle this in Odoo, please?
I would like to send them a credit note to inform them, but the invoice it relates to is already paid.
Thanks in advance.

Doug · Accepted Answer

The answer is: You cannot create a credit note for a double payment. If you must have a credit note, then you need to create a second invoice just to match against the new credit note.
The solution is: Forget about a credit note. Create a vendor payment in Odoo, create a batch payment for the vendor payment, match the vendor's duplicate payment in the bank feed with the batch payment.
Now we have access to 3 pdf documents with the payment listed.
1. Payment Receipt / Remittance Advice
2. Batch P

Falk Neubert · Answer

There is no requirement to generate a credit note, as the invoice remains accurate. The following steps are advised:
Accurately post the second payment in the bank, designating it to either the debit account or a suspense account. Should you choose to use a suspense account, it is imperative to specify the associated partner. Execute a refund to the customer and ensure the prompt transfer of the funds back to their account.

Niyas Raphy (Walnut IT) · Answer

Hi,
If there is double invoice in your system, you can click on Create Credit Note button and generate the credit note. If there is only single invoice, then from the credit note menu, manually add a credit note with proper amount and add needed description and validate it
Thanks

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