cancel
Showing results for 
Search instead for 
Did you mean: 
AnnaK1
Level 1

How do I record a double payment for one invoice and keep customer credit for future invoices?

I have Quickbooks Online. I invoiced a customer and he paid via Quickbooks online payment, and then he sent a check as well--not realizing he paid the same invoice twice. The check was deposited into the bank before realizing that it was a double payment. I need to:

 

1) Record the deposit into my bank so that I can reconcile, and

2) Record the credit in the customer's account so that he can use the credit for future invoices.

 

I don't want to issue a refund, and there is no open invoice at this time to apply the payment to. I haven't come across any scenarios exactly like mine. Can someone please walk me through the steps and explain the purpose of each?

 

Thanks in advance!

Solved
Best answer April 11, 2021

Best Answers
MarshallA
Intuit

How do I record a double payment for one invoice and keep customer credit for future invoices?

Hello,

 

This is actually very simple.  

 

Record the check from the customer under the Receive Payment window.  Since there is no open invoice it will give you a message saying it will save the payment as a credit for the customer.

 

This credit will be available next time you receive a payment on an open invoice.

View solution in original post

2 Comments 2
MarshallA
Intuit

How do I record a double payment for one invoice and keep customer credit for future invoices?

Hello,

 

This is actually very simple.  

 

Record the check from the customer under the Receive Payment window.  Since there is no open invoice it will give you a message saying it will save the payment as a credit for the customer.

 

This credit will be available next time you receive a payment on an open invoice.

View solution in original post

AnnaK1
Level 1

How do I record a double payment for one invoice and keep customer credit for future invoices?

Thank you so much! I knew I was thinking too much about it! Exactly what I needed.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us