Overpayment
Hi everyone I have received a overpayment from a customer in my bank feeds and im trying to allocate this in the correct way. This customer has over paid there monthly account and so I'm wondering ...
Forum Discussion
Hi Sonya2023
When recording an overpayment from your customer, you may need to record it first in the Receive Payment window. Make sure to enter the full amount received. Once done that, you may record it as a credit applying to an open invoice or record a refund. You may check The Help Article Customer overpayments and double payments and Settling customer credits as it will provide you the steps on how to do it.
Please let me know if you need further assistance.
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Best regards,
Doreen
