
Handle a customer credit or overpayment in QuickBooks Online
by Intuit•278• Updated about 34 minutes ago
Learn what to do in QuickBooks Online when a customer overpays you.
To issue a refund directly in QuickBooks, check out QuickBooks Payments rates and apply.
If a customer overpays, you can apply the credit to an invoice, give a refund, or enter the extra payment as a tip.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view
The QuickBooks design has been updated! If this video doesn't match what you see in QuickBooks, use the in-app Search bar to navigate to the page you need.
Manage all kinds of payments in one place. Accept cards, ACH, Apple Pay®, PayPal, and Venmo. No matter how you get paid, manage it all in QuickBooks.
There are a few ways to handle credits in QuickBooks. Learn how to create a credit.
Apply the credit or refund the customer
Option 1: Apply the credit
Apply the credit to an existing invoice
- Select + Create.
- Select Receive payment.
- Select the customer, then the credit and the invoice.
- If a credit balance remains from the overpayment, you can apply it toward another open invoice by selecting it.
- Select Save and new or Save and close.
Tip: Learn how to turn on or turn off Automatically apply credits.
Option 2: Refund the customer for the overpayment
If your customer overpaid you on accident, you can give them a refund.
Result
The customer’s overpayment is now correctly handled. Whether it’s credited or refunded, your books stay correct.
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.
More like this
- Resolve a payroll tax overpaymentby QuickBooks
- Issue and record a customer refund in QuickBooks Onlineby QuickBooks
- Refund sales tax collected from tax exempt customersby QuickBooks
- Record tips or unapplied payments on an invoiceby QuickBooks