Invoice overpaid
My client overpaid and invoice that I’ve already put through as paid. I’m not able to match the invoice with the payment as the payment exceeds the invoice amount. I often have clients pay a tip. I’m a cleaner. Please help. Do I need to refund the invoice and redo or? Hope this makes sense 😊
Hi Rachsg !
Makes total sense and this should be easy peasy to fix 😄
Since you have marked it as paid, you just need to delete the payment before editing.
To do that, open the invoice, scroll to the bottom and tap the three dots (...) next to the payment, and delete it. Once the payment has been deleted, you should be able to edit the invoice to reflect the amount the customer actually paid, and voila! You can match the transaction.
You can also find more info on changing invoices here
Quick tip: I also recommend re-sending the invoice to your customer after you've updated it, just so they have the updated version with the tip included.
If anything is still feeling wobbly let me know and I'll come running 🏃♀️
