Hi kevinneal,
I'm here to help you match the customer payment to their invoices.
In your scenario, we can match the invoice by clicking the Resolve Difference button. Then, add the resolving transactions (the total amount you received minus the invoice amount which is £72). To do so, you can follow these steps.
- From the Transactions tab, select Bank transactions.
- Click the tile of the bank.
- On the For review tab, select your customer's payment.
- Click Find match.
- On the Select transactions to match section, select the invoice.
- Scroll down, then toggle the Resolve Difference button.
- Select the customer's name as the PAYEE.
- Select an accounts receivable account.
- Click Save.
From there, you'll have to use the Receive payment feature whenever your customer pays for future invoices. Then, on that screen, the system will show their remaining credits.
Furthermore, I've added here an article on how to handle customer payments: Give the customer a refund or leave the overpayment as credit.
Don't be hesitant whenever you need help managing customer transactions.
