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HeatherNeville
HeatherNeville
Experienced Member
posted
‎05-15-2019 02:37 PM
last updated ‎May 15, 2019 6:37 AM

Customer Overpayment

My customer has paid a small amount into my bank account in error but just want it left as a credit on his account. I can't get my head round crediting his account in QB as when I try to match it he has no open invoices on the account. It's preventing me from reconciling my bank account for March

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Best answer 05-15-2019
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GeorgiaC
QuickBooks Team
‎05-15-2019 03:35 PM

Re: Customer Overpayment

Hi Heather,

 

If the overpayment is in the banking For Review page, you can post this directly to the customers account as an unapplied payment. To do this, when reviewing the transaction select the customer under 'supplier/payee' and change the category to 'debtors'. You will then see this posted against the customers account, and can apply this to a future invoice payment. 

 

 

 

 

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GeorgiaC
QuickBooks Team
‎05-15-2019 03:35 PM

Re: Customer Overpayment

Hi Heather,

 

If the overpayment is in the banking For Review page, you can post this directly to the customers account as an unapplied payment. To do this, when reviewing the transaction select the customer under 'supplier/payee' and change the category to 'debtors'. You will then see this posted against the customers account, and can apply this to a future invoice payment. 

 

 

 

 

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