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Handle customer overpayments in QuickBooks Online
by Intuit•20• Updated 2 months ago
Customers can pay you too much for several reasons. When this happens, you can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip in QuickBooks.
Create a customer credit
If a customer pays you and you don't have any outstanding invoices, you can save the payment as a credit for later.
- Go to Sales and select Customers.
- Select the customer you want to assign the credit to.
- From the New transaction ▼ dropdown menu, select Payment.
- Fill out all required information.
- Select Save and Close.
- A warning message will appear: "You didn’t select any invoices”. Then select Save as a credit.
- Go to Transactions and select Bank transactions.
- Match the payment with the credit created previously.
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