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Active Member

Over payments

How do I record an over-payment on an invoice ?

QuickBooks Team

Re: Over payments

Let me help you record the invoice over-payment, Lesley.


When you receive over-payments from customers, you can either include it to the invoice payment or create a credit memo. Here are the detailed steps:


Include the over-payment when you pay the invoice:

  1. Open the invoice and click the Receive payment button.
  2. Enter the Payment date and the Payment method.
  3. Mark the invoice you want to pay.
  4. Enter the amount (including the over-payment) in the Amount received field. 
  5. Click Save and close.

Create a credit memo:

  1. Click the Create menu (+) and select Credit Memo.
  2. Enter the customer details and the over-payment.
  3. Click Save and close.

Then, you can use it as payment for the future invoices. Feel free to browse this article for more information: Apply a Credit Memo, Credit or Refund to a Customer.


I'll be around if you need more help with this.