Overpayment

Question

Hi everyoneI have received a overpayment from a customer in my bank feeds and im trying to allocate this in the correct way.This customer has over paid there monthly account and so I'm wondering when I go into approving their payment an allocating to the outstanding invoice we have a portion of $325.83 that I need to put as a credit on their account so I can apply at a later date.&nbsp; How can I do this?&nbsp; I am just new to MYOB and thought it would be easier to receive payments but it keeps just adding it into a finance charge to make it balance which I dont want to do.&nbsp; Can someone please let me know the step by step process I need to do?&nbsp;Many thanks in advance for your help&nbsp;

doreen_p · Answer

Hi Sonya2023&nbsp;
&nbsp;
When recording an overpayment from your customer, you may need to record it first in the Receive Payment window. Make sure to enter the full amount received. Once done that, you may record it as a credit applying to an open invoice or record a refund. You may check The Help Article Customer overpayments and double payments and Settling customer credits as it will provide you the steps on how to do it.&nbsp;
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Please let me know if you need further assistance.
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If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
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Best regards,Doreen

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Overpayment

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