This is a bit of a two part question.
I had 2 outstanding invoices with a client. They paid them together as one transaction but over payed it.
first question is how do I match the transaction to the invoices if it’s as one one payment.
second question how do I refund them the overpayment and reconcile the accounts so I don’t pay tax on the amount they overpaid.
Thanks,
looks forward to a response.
Hey there!
Thanks for your question—love how clearly you’ve explained it. Let’s break it down:
Part one: Matching one payment to two invoices
At the moment, Solo doesn’t support splitting one payment across multiple invoices just yet (but it’s a popular request and we’re on it!). For now, the best workaround is to manually mark both invoices as paid and add a note referencing the combined payment. Not perfect—we know!—but it’ll keep your records in order.
Part two: Refunding the overpayment
You can process a refund by opening the original expense and recording the refund from there. Here’s how:
Right now, refunds are still a bit basic—but good news! We’ve got a bunch of improvements to refunds coming in our next release, landing early this month. 🚀
And just a heads-up: while you can create your own categories under More > Categories, they act more like tags and aren’t linked accounts (yet).
Let me know if you’d like a hand walking through any of this—I’ve got you! 😊
