Create an overpayment from a customer

Steps

  1. Navigate to the invoice that the customer has overpaid and click the "Payment" icon
  2. Add the payment received
  3. Allocate the payment to the customers unpaid invoices
  4. The amount overpaid will remain saved as an unallocated payment

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 5 minutes

Step 1.

If a customer has overpaid navigate to “Sales > Invoices > Unpaid” and click on the “Payment” icon corresponding to the  invoice that the customer has overpaid.

Step 2.

This will take you to a form that allows you to add payments and allocate them against invoices for that particular customer.

Add the payment received from the customer by clicking “Add Payment” and filling in the details of the payment.

Step 3.

That payment will then be allocated to the customer’s unpaid invoices.

Click the “Allocate” button to confirm this.

Step 4.

The amount that the customer has overpaid will remain as an unallocated payment in their name, ready to be allocated to future invoices received from them.