Recording an overpayment on a customer invoice

Hello there, simone7.

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. 

1. Click+ New and select Credit memo.
2. Select the customer, then the credit amount.
3. Click Save and Close.

If you want, you can set up customer credits to apply to future payments by default.

1. Go to Gear icon and select Account and Settings.
2. Select Advanced.
3. In the Automation section, select Edit, and select Automatically apply credits.

You can use this article for more details on other options on how to handle customer overpayments. Feel free to also click the link to guide you create and send statements to your customers. 

Let me know if you have other questions. Take care and have a great day!

Hi When I click on new I cant see credit memo

Hi simone7,

Thanks for pointing this out!

I believe the correct option would be Adjustment Note instead of Credit Memo in this context.

Let me know if you need any further clarification.

Kristian.