Customer paid invoice twice, we want to show this on a statement

Hello there, louise_clt.

I'd like to verify how you recorded the overpayment so I can walk you through it from there.

When you enter an overpayment in the Receive Payment screen, we’ll save this payment as credit to your customer since you don’t have any open invoices against it. To add this payment to the customer's statement, here's how: 

1. Go to the +New button and click Statement.
2. Select Balance Forward as the Statement Type.
3. Enter the statement details and ensure that the payment date is within the Start Date and End Date of the statement.
4. Select the customer and click Print or Preview. You'll see the payment as negative.
5. Click Print or close the Print Statement screen to Save and send or Save and close.

However, if the credit was automatically assigned to other open invoices of the customer, you can turn off this setting and edit the payment to unlink the invoice. Let me show you how:

1. Click the Gear icon and select Account and settings. 
2. From the Advanced menu, click Automation. 
3. Turn off the Automatically apply credits option.
4. Click Save and then Done.

For more details in handling your sales transactions, you can refer to these articles: 

• Common custom reports in QuickBooks Online
• Record invoice payments in QuickBooks Online

Any additional information on how you recorded the customer overpayments is much appreciated. You can always post your questions here. Take care!