Question asked by Brenda Balmer 6 years ago
Hi,
A client has overpaid an invoice and I wanted to know the best way to proceed. I don't have our bank accounts linked yet (we wanted to see how the software ran before we get to that stage). I know I can record the payment as an overpayment but on our next invoice, if I deduct the overpayment on their next bill then I will still have this unallocated payment floating about. Advice please? Thanks
Hi Brenda,
If you have a payment from this customer that is worth more than the invoice sent to them, you should just allocate that payment to the invoice and make the remainder a payment on account. This payment on account will then sit in the Unallocated cash area until you are ready to allocate it to a future invoice for this customer.
Use this just after you have explained part of the payment to the invoice: How to add a payment on account from an imported statement
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