Customer Overpayment

Thanks for taking the time to share your concern in detail, skurland89.

Let me provide the steps to send a credit memo to your customer. 

You can simply create a credit memo for the overpayment and send it. 

Here's how:

1. Go to the customer's information page. Then, click New Transactions.
2. Select Credit Memo. 
3. Fill in the necessary details.
4. Click the Email button at the top of the window.
5. You'll be prompted to add your customer's email address if you haven't set it up yet. 
6. Send the email.

After you've sent the memo, delete it. This way, you can send a credit memo to your customer without impacting the actual account balance.

For more info on refunding, check out this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.

You might need to remove accidentally applied credit to an invoice or bill. Here's a guide on removing it: Remove or unapply a credit from an invoice or bill.

Reach out if you have additional questions about managing customer overpayments. I'm happy to help you out. Keep safe!

I just tell the customer that I can't send a CM, but that I will keep their credit (overpayment) on account. 

You can offer to send them a statement which shows them the credit on their account. 

The steps were so much easier and cleaner in Desktop.