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MJ7's avatar
MJ7
Experienced Cover User
3 years ago

Customer overpayment

Hi   I have a customer who paid 3 invoices in one bulk amount.  He overpaid.  For example:   Invoice 1:  $9783.18 Invoice 2:  $167.40 Invoice 3:  $1207.80 Total Amount due:  $11 158.38. T...
  • CloverQ's avatar
    CloverQ
    3 years ago

    Hi MJ7 

     

    In this case, please record the invoice payments manually - receive the exact invoice amounts for 2 of the invoices, then record all the remaining amount to the 3rd invoice, which will result a customer return created automatically for the overpayment. Then you can go to Sales > Customer returns to refund this overpayment.

     

    After that, you shall be able to match the bank transaction of $12636.14 to the 3 invoice payments, and the refund bank transaction to the customer refund transaction as well. 

CloverQ's avatar
CloverQ
Former Staff
3 years ago

Hi MJ7 

 

In this case, please record the invoice payments manually - receive the exact invoice amounts for 2 of the invoices, then record all the remaining amount to the 3rd invoice, which will result a customer return created automatically for the overpayment. Then you can go to Sales > Customer returns to refund this overpayment.

 

After that, you shall be able to match the bank transaction of $12636.14 to the 3 invoice payments, and the refund bank transaction to the customer refund transaction as well. 

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