cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit

Handle a customer credit or overpayment in QuickBooks Online

Learn what to do in QuickBooks Online when a customer overpays you.

Customers can pay you too much for several reasons. When this happens, you can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip in QuickBooks.

Option 1: Apply the credit to an invoice

Apply the credit to an invoice you already created

  1. Select + New.
  2. Select Receive payment or Receive invoice payment.
  3. Select the customer, then the credit and the invoice.
  4. Select Save and New or Save and Close.

Apply the credit to a new invoice

  1. Select + New.
  2. Select Invoice or Send Invoice.
  3. Create the invoice.
  4. Select + New. Then select Receive payment or Receive invoice payment.
  5. Select the credit and then Save and New or Save and Close.

Option 2: Refund the customer for the overpayment

If your customer overpaid you on accident, you can give them a refund.

Option 3: Record the overpayment as a tip

If your customer paid more than their total on purpose, you can record it as a tip.

More time on your business, less time on your books.

Get a dedicated team of QuickBooks-certified bookkeepers to set up, import, and categorize all your transactions for you. Learn more about QuickBooks Live Bookkeeping.

Was this helpful?

You must sign in to vote, reply, or post

Need to get in touch?

Contact us