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mike41
February 7, 2019
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Customer overpaid an invoice, how do I record this?

  • February 7, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by JamesDuanT

Hi mike,

Let me help you handle over payment from your customer in QuickBooks Online.

We can either leave the over payment as is and apply it the customer's future invoices, or create a refund for the over payment.

Here's how to record the over payment for your customer's invoice:

  1. In the upper-right corner, click the Create menu (+).
  2. Select Receive Payment.
  3. In the Receive Payment window, choose a customer.
  4. Under the Outstanding Transactions section, put a check mark on the invoice you want to pay.
  5. In the Amount received field, enter the exact amount you received from the customer (including the over payment).

You can also check out this article on how we can create a customer refund: https://community.intuit.com/articles/1145640.

If you have further questions, please let me know. I'm here to help.

2 replies

J
JamesDuanTAnswer
February 7, 2019

Hi mike,

Let me help you handle over payment from your customer in QuickBooks Online.

We can either leave the over payment as is and apply it the customer's future invoices, or create a refund for the over payment.

Here's how to record the over payment for your customer's invoice:

  1. In the upper-right corner, click the Create menu (+).
  2. Select Receive Payment.
  3. In the Receive Payment window, choose a customer.
  4. Under the Outstanding Transactions section, put a check mark on the invoice you want to pay.
  5. In the Amount received field, enter the exact amount you received from the customer (including the over payment).

You can also check out this article on how we can create a customer refund: https://community.intuit.com/articles/1145640.

If you have further questions, please let me know. I'm here to help.

    A
    arkvalleyinfo
    February 7, 2019
    We received an overpayment from a Customer.  We want to apply part of the payment to the invoice and classify the remaining part of the payment as a donation.  Is there a way to do that?
    S
    Sinoj
    May 21, 2019

    I had a similar issue in Quickbooks Online

     

    The Invoice amount was 1000, customer paid a check of 1200 by mistake. So the customer account shows that 200 as unaccounted. They have asked for a refund, and we paid by cash amt 200.

     

    To record this, what i have chosen is 

     

    1 Created an expense by clicking "Expense" tab in under suppliers.

    2  Selected the customer as "Payee"

    3  In the category detail - chosen "Accounts Receivable (A/R)" and entered the amount by giving  

         the description "Excess payment returned"

    4  Selected the "customer" also the same customer

     

    It worked, in the customer details, it shows as an expense account and the balances are tallied.

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