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We received a payment on an invoice for more than the invoice amount. The customer now has a credit balance and wants a check for the difference. How do I do this? Thanks

 
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Best answer 05-24-2019

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Re: We received a payment on an invoice for more than the invoice amount. The customer now has a ...

Thank you for taking the time to put together such a detailed explanation. Greatly appreciated!!

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QuickBooks Team

Re: We received a payment on an invoice for more than the invoice amount. The customer now has a ...

A warm welcome from the Community, @marylpark.


You can create a check to record the refund and offset the customer’s open credit. Here’s how:

  1. Go to the Plus (+) icon and select Check.
  2. On the Category details section, select Accounts Receivable under the Category column.
  3. Enter the Amount of overpayment.
  4. Choose the customer on the Customer/Project column. 
  5. Hit Save and close.

check 1.PNG check 2.PNG

 

Once done, close out the payment transaction by linking the check with the overpayment. Follow the steps below: 

  1. Go to the Plus (+) icon and select Receive Payments.
  2. Enter all necessary information.
  3. Select the check you created under Outstanding Transactions.
  4. Mark the Unapplied Payment under Credits.
  5. Check the Amount Received and it should show as zero.
  6. Hit Save and close.

receive 1.PNG receive 2.PNG

 

For more information about the process, check out this article: Record a customer refund


That should answer your concern for today.


Keep me updated on how this goes. I’m always here to help should you need anything else. Take care!

Not applicable

Re: We received a payment on an invoice for more than the invoice amount. The customer now has a ...

Thank you for taking the time to put together such a detailed explanation. Greatly appreciated!!

QuickBooks Team

Re: We received a payment on an invoice for more than the invoice amount. The customer now has a ...

You're welcome, @marylpark.

 

It's always a pleasure to help.

 

If you have additional concerns, feel free to tag me, and I'll be right there to assist you. Have a good one!

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