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
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.
If you want, you can set up customer credits to apply to future payments by default.
Let me know if you have other questions. Take care and have a great day!
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.