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.
- In the Accounts Receivable tab, click Bank Deposits.
- Click New Banking.
- Enter the Payment Details in the top of the screen, and ensure you enter the Amount Received.
- Tick the Invoice the customer has paid, then click Part Payment.
- Enter the Amount Received in the Apply column.
- Complete your banking as per usual.
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How to apply a credit in debtors against an invoice
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