Customer Overpayment

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.

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