I have a customer who paid me twice for the same invoice and I credited them. Not sure what to do with the overpayment so it doesn’t get added to sales?
Hello @mwstone180
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One payment would be allocated to the invoice as normal
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The second payment would be allocated to their account as as payment on account / prepayment. Tag me > Payment from a customer > Pay down multiple invoices > Payment on account (Assign later) > Save.
Once it is tagged (and if you need to refund it)
Sales > View Payments > View details > Refund Balance
(Tip you can search and select the type as Unallocated""
This will show a Money out on the bank when you refund it.
Alternatively you can click log payment on a future invoice and Apply from credit.
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