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Overpayment Manager

The Overpayment Manager program allows your organization to manage overpayments on accounts. You can transfer the entire overpaid amount from one account to another, refund the entire overpaid amount, or do a combination of the two. Ensure that your organization enabled the Access Overpayment Manager permission. Set one or both policies to allow overpayment refunds to the customer or allow transfer of overpayments to another account. For more information, see "Access Overpayment Manager Permission" in the Latitude documentation.

Related Topics

View Overpayments

Transfer an Overpaid Amount to Another Account

Refund an Overpaid Amount

Create an Overpayment Batch

Payments and Invoices