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LQ Clark
Level 1

Can a client pay more than a specific invoice using merchant services on-line payment?

I have a client who has multiple outstanding invoices and was interested in paying the balance in full with one online ACH transaction. I am aware it is possible for clients to make partial payments; can they also exceed the invoice amount?

Solved
Best answer July 30, 2020

Best Answers
Angelyn_T
QuickBooks Team

Can a client pay more than a specific invoice using merchant services on-line payment?

How was your day, @LQ Clark?

 

I'm here to share some information about processing online payment in QuickBooks Desktop.

 

The client can process partial and full payments for their invoices in QuickBooks. If their payment exceeds the invoice amount, you can enter a credit memo for the remaining amount as their balance and can be applied on the future invoices. Processing payments more than the total of the invoice is currently unavailable.

 

Here's how to record a credit memo:

 

  1. Select Credit Memos/Refunds from the Customers tab.
  2. Fill in the necessary information, select Retain as an available credit when saving the transaction.b6 1a.PNG

To learn more about receiving and processing payments in QuickBooks Desktop, check out this article.

 

I'm also adding this link which contains articles about managing your income and expenses for your future references while working with QuickBooks.

 

It has been my pleasure to help you today, @LQ Clark. If you have any other questions, mention my name in the comment section below. I'll get back to you as quickly as possible. Keep safe!

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5 Comments
Angelyn_T
QuickBooks Team

Can a client pay more than a specific invoice using merchant services on-line payment?

How was your day, @LQ Clark?

 

I'm here to share some information about processing online payment in QuickBooks Desktop.

 

The client can process partial and full payments for their invoices in QuickBooks. If their payment exceeds the invoice amount, you can enter a credit memo for the remaining amount as their balance and can be applied on the future invoices. Processing payments more than the total of the invoice is currently unavailable.

 

Here's how to record a credit memo:

 

  1. Select Credit Memos/Refunds from the Customers tab.
  2. Fill in the necessary information, select Retain as an available credit when saving the transaction.b6 1a.PNG

To learn more about receiving and processing payments in QuickBooks Desktop, check out this article.

 

I'm also adding this link which contains articles about managing your income and expenses for your future references while working with QuickBooks.

 

It has been my pleasure to help you today, @LQ Clark. If you have any other questions, mention my name in the comment section below. I'll get back to you as quickly as possible. Keep safe!

View solution in original post

LQ Clark
Level 1

Can a client pay more than a specific invoice using merchant services on-line payment?

Thanks - to sum up the basic question & answer...

Q: When using the payment function on an emailed invoice, can a client make an ACH payment for more than the invoice balance?

A: No.  A client can make a partial payment, but not a payment larger than the invoiced amount when using this functionality.

GraceC
QuickBooks Team

Can a client pay more than a specific invoice using merchant services on-line payment?

Glad to have you back, @LQ Clark.

 

Yes, you're right! The client can process partial and full payments for their invoices in QuickBooks Desktop QBDT. For more information, you can check out this article: Receive and process payments in QuickBooks Desktop

 

Here's more information on how to record a deposit: Record and make Bank Deposits in QuickBooks Desktop

 

Also, you can check out our helpful articles if you have other product-related questions in the future. 

 

Feel free to visit us any time if you have any questions about this topic or anything QuickBooks related. I'm always here to help. Have a good one!

cwspringshoa
Level 1

Can a client pay more than a specific invoice using merchant services on-line payment?

Can a client process a payment for an amount greater than the invoice via the electroncic invoice payment option?  For example:  We send out quarterly invoices for $75.  If a client wants to pay an amount greater than $75, is that an option.  Client is telling me when they "edit" the dollar amount, they receive a message that states "please enter an amount be $1 and $75".  Is there some way around this?

RenjolynC
QuickBooks Team

Can a client pay more than a specific invoice using merchant services on-line payment?

Thanks for chiming in this thread, cwspringshoa.

 

I'll share a solution that you can try.  You can set your preference to automatically calculate the payment. This way, your client can enter a different payment amount when they pay the invoice.

 

Here's how:

 

  1. Go to Edit Preferences.
  2. On the left panel, select Payments then click the Company Preferences tab.
  3. Put a check mark on the Automatically calculate payments box.
  4. Click OK.

I've got this sample screenshot for reference:

 

 

I'm adding this article for the other solutions: Warning: You cannot apply an amount greater than the total payments plus any existing credits. To view other guides and articles, feel free to browse it here

 

If your client is still unable to make excess payments, I recommend contacting our Merchant Service Team. They can pull up your account and check your amount setup.

 

You can get our contact information here: Contact Payments Support.

 

Should you have other questions or concerns with QuickBooks Desktop, please let me know in the comments below. I'll be around to help you out some more. Take care and stay safe.

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