Forum Discussion

mkeen's avatar
mkeen
Contributing User
4 years ago

Customer Overpayment

Hi

 

I have a customer who has overpaid their invoice leaving a small credit of -$6.91 showing on their statement.  They are now wanting a credit note so they can enter this amount in their accounting system.  How do I raise a credit note?

 

Cheers

  • Hi mkeen 

     

    Thanks for your post. Typically when a customer overpays an invoice you would allocate the total amount received against that invoice in Receive Payments. For example, if the invoice was $45 and the customer paid $50, you would record a Receive Payments transaction for $50. This process automatically creates the credit note and allows you to reconcile the payment in your bank feeds.

     

    To print or email the credit note go to Sales Register>>Returns & Credits tab>>click on the zoom arrow to open the credit and print or email.

     

    These help articles have detailed information you may find helpful:

    Customer overpayments and double payments

    Customer returns, credits and refunds

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • Hi mkeen 

     

    Thanks for your post. Typically when a customer overpays an invoice you would allocate the total amount received against that invoice in Receive Payments. For example, if the invoice was $45 and the customer paid $50, you would record a Receive Payments transaction for $50. This process automatically creates the credit note and allows you to reconcile the payment in your bank feeds.

     

    To print or email the credit note go to Sales Register>>Returns & Credits tab>>click on the zoom arrow to open the credit and print or email.

     

    These help articles have detailed information you may find helpful:

    Customer overpayments and double payments

    Customer returns, credits and refunds

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.