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simone7
May 6, 2021
Question

Recording an overpayment on a customer invoice

  • May 6, 2021
  • 1 reply
  • 0 views

i need to record an overpayment on a customer's invoice ( invoice total was $660 previously they paid $400.50 leaving $259.50) they have paid the $660 again so i need to record an overpayment of $400.50.

the other invoice they paid twice so how can i record that over payment as well . as it need to show on the statement when i send it out

Regards Simone

1 reply

C
Catherine_B
May 6, 2021

Hello there, simone7.

 

I can share and walk you through how to handle customer overpayments in QuickBooks Online. 

 

You can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip. If you wish to take it as a customer's credit and be applied to their future invoices, here's how to create one. 

 

  1. Click+ New and select Credit memo.
  2. Select the customer, then the credit amount.
  3. Click Save and Close.

If you want, you can set up customer credits to apply to future payments by default.

  1. Go to Gear icon and select Account and Settings.
  2. Select Advanced.
  3. In the Automation section, select Edit, and select Automatically apply credits.

You can use this article for more details on other options on how to handle customer overpayments. Feel free to also click the link to guide you create and send statements to your customers. 

 

Let me know if you have other questions. Take care and have a great day!

S
simone7Author
May 11, 2021

Hi When I click on new I cant see credit memo

K
Kristian__S
May 11, 2021

Hi simone7,

 

Thanks for pointing this out!

 

I believe the correct option would be Adjustment Note instead of Credit Memo in this context.

 

Let me know if you need any further clarification.

 

Kristian. 

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