Customer Overpayment
Hi
I have a customer who has overpaid their invoice leaving a small credit of -$6.91 showing on their statement. They are now wanting a credit note so they can enter this amount in their accounting system. How do I raise a credit note?
Cheers
Hi mkeen
Thanks for your post. Typically when a customer overpays an invoice you would allocate the total amount received against that invoice in Receive Payments. For example, if the invoice was $45 and the customer paid $50, you would record a Receive Payments transaction for $50. This process automatically creates the credit note and allows you to reconcile the payment in your bank feeds.
To print or email the credit note go to Sales Register>>Returns & Credits tab>>click on the zoom arrow to open the credit and print or email.
These help articles have detailed information you may find helpful:
Customer overpayments and double payments
Customer returns, credits and refunds
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
