How to bank an overpayment from a customer

Modified on Mon, 28 Jul at 9:24 AM

When a customer overpays, you can reflect this during your banking process. Once done, it will leave a credit against the invoice the overpayment was applied too. You can leave this to apply to a future invoice or refund the credit by paying to out from accounts receivable using the bulk payments and transfer tool. 


  1. In the Accounts Receivable tab, click Bank Deposits.


  2. Click New Banking.


  3. Enter the Payment Details in the top of the screen, and ensure you enter the Amount Received.
  4. Tick the Invoice the customer has paid, then click Part Payment.
  5. Enter the Amount Received in the Apply column.


  6. Complete your banking as per usual.



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How to apply a credit in debtors against an invoice


How to refund a credit amount in debtors

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