Hi. One of my clients has accidentally paid me twice and doesn’t want the second payment backk (lucky me!) How to I categorise this additional payment? many thanks!
Hello @Jon_Russ
There are 2 ways to do this (via the client or via the bank)
Via the Bank (best if you have a bank feed or import a statement as the payment will already show)
- Record it as Money In on your bank (if its not showing already)
- Tag it as “Payment from a customer”
- Select “Pay down multiple invoices or assign to client account”
- Select the Client
- Tick the “Payment on account (Assign later)” option
- Save
Via the Client
Please see the link below
The answer above assumes that even though the client doesnt want it back now, they do want you to hold onto it and use it against money they will owe you in the future.
If however they litterally dont want it back… Ie… They are saying you can keep it as a bonus fir a good job done then you just create another invoice and use the extra payment to settle that invoice
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