i need to record an overpayment on a customer's invoice ( invoice total was $660 previously they paid $400.50 leaving $259.50) they have paid the $660 again so i need to record an overpayment of $400.50.
the other invoice they paid twice so how can i record that over payment as well . as it need to show on the statement when i send it out
I can share and walk you through how to handle customer overpayments in QuickBooks Online.
You can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip. If you wish to take it as a customer's credit and be applied to their future invoices, here's how to create one.
Click+ New and select Credit memo.
Select the customer, then the credit amount.
Click Save and Close.
If you want, you can set up customer credits to apply to future payments by default.
Go to Gear icon and select Account and Settings.
In the Automation section, select Edit, and select Automatically apply credits.