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Level 2

customer overpayment

My customer paid us $66,000. The money is sitting in the banking screen waiting to be applied.

Approx $25K is for two outstanding invoices. The rest needs to remain on the customer account as a credit. Not sure how to do that. If I click on "find match" and I select the 2 invoices, and select to "resolve difference" for the remaining $40K ,the resolved difference is moved to "uncategorized income". Hope someone can help, as this is our largest customer! Thank you. 

1 Comment

customer overpayment

Hi @JoyceGTX,


Great question!  Let's see if this works for your situation.  Before matching, I would suggest creating a credit memo for the customer.  Here's a link with instructions on how, if you aren't familiar:


Applying a credit memo


Once you've created the credit memo, let's see if it allows you to then match the balance to that memo.


Let me know if that works!



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