Double payment for invoice

Hi Marciasca,

The answer would depend on how the amount was received, was it received in two amounts or one large amount?

If it was received as two separate payments you would allocate one of the payments to your invoice. The second amount would be allocated to the debtors account, select New+ icon > deposit > in the add funds to this deposit enter the name of the customer you received the amount from in the received from column > select the debtors/accounts receivable in the account column > enter the d ta in the remaining fields as required.

Then when returning the over-payment to the customer, select New+ > select Expense in the Payee field enter the name of the customer > in the category section select the debtors/accounts receivable account > enter the data in the remaining fields as required.

You will have to link the above together, New+ > select receive payment > enter the name of the customer in the customer field, the expense and deposit will appear on the right hand side > select add on both > save and close.

If you have received the amount in one large payment, receive payment on the invoice and in the amount received field over wright the amount appearing to that of which you actually received > save and close, a credit will be applied to the customers account.

When you send the amount back to the customer you will have to create an expense from the debtors as explained above, select New+ > select Expense in the Payee field enter the name of the customer > in the category section select the debtors/accounts receivable account > enter the data in the remaining fields as required.

You will then have to link the credit and the expense together by following the steps noted above by receiving payment, New+ > select receive payment > enter the name of the customer in the customer field, the expense and credit will appear on the right hand side > select add on both > save and close.

( amended post - for clarification)

Quickbooks Online had a bug this weekend with some payments, three of my customers had issues paying their invoices and now their accounts showed with duplicate payments. They all used credit cards.  I see the only way to return their duplicate payments is by asking them for their credit card details, which I won't do at this point.   But my problem is, the customers showed their credits in their accounts.  I issued a Check, but I don't find a way to link the check to the Customer account to make the balance 0.  Can you please assist?

Thanks for joining this thread, @ina_latimer-hotm. Let me assist you in making your customer's accounts balance zero.

To begin, verify if your customer's payments are duplicates. Once confirmed, we can issue a refund to reduce a customer's current balance. We can do this by creating a credit a credit memo.

Here's how:

1. Go to the + New button.
2. Choose Credit memo.
3. In the Customer dropdown, select the customer's name.
4. Fill in the credit memo details, such as the date and the amount.
5. Once done, click Save and close.

Then, proceed in applying this to the invoice. For more information, feel free to open this resource: Create and apply credit memos or delayed credits in QuickBooks Online.

Otherwise, you can create a bank deposit. Here's how:

1. Click on the + New button.
2. Select Bank Deposit. 
3. Enter date and the bank paid to.
4. In add funds to this deposit, choose the payee and in account select debtors,
5. Enter the same VAT and amount as invoice and choose Save.

In addition, let me share some tips on what to do in QuickBooks Online when a customer overpays you.

Keep in touch if you have other questions about invoice payments in QuickBooks. I'll be around to assist you again. Stay healthy all the time.