QuickBooksHelpIntuitHandle a customer credit or overpayment in QuickBooks Online
by Intuit•54• Updated 2 weeks ago
Learn what to do in QuickBooks Online when a customer overpays you.
If a customer overpays, you can apply the credit to an invoice, give a refund, or enter the extra payment as a tip.
There are a few ways to handle credits in QuickBooks. Learn how to create a credit.
Apply the credit or refund the customer
Option 1: Apply the credit
Apply the credit to an existing invoice
- Select +Â New or + Create.
- Select Receive payment.
- Select the Customer, then the credit and the invoice.
- Select another pending invoice and enter the overpayment amount in the Amount received.
- Select Save and new or Save and close.
Option 2: Refund the customer for the overpayment
If your customer overpaid you on accident, you can give them a refund.
Result
The customer’s overpayment is now correctly handled. Whether it’s credited or refunded, your books stay correct.
We're here to help
If you need additional help or have questions, or you require assistance at any point in this process, our Customer Success team is happy to help.
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