Solved
Client overpaid an invoice
In Essentials how do I reconcile a payment when only a portion can be allocated to an existing account and the rest needs to be credited to the customers account.
Hi 8256342
Thanks for your post. You will need to create an invoice payment for the total amount received, including the overpayment. This will automatically create a customer return. You can then apply the customer return to an unpaid invoice.
These Help Articles have detailed instructions:
The invoice payment transaction will be for the full amount received so can be matched with the bank transaction.
Please let me know if you need further help.
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