Overpayment
Question asked by Mark Sanderson 7 years ago
How to add a overpayment to account
Hi Mark,
Ah I see, this sounds like a payment on account. In this case, let's say you have a bill for £100 but paid £120. You should process the money out by heading to Money > Bank Accounts > Money Out. Allocate the payment to the bill in full, the remaining £20 will then appear in Money > Unallocated Cash where you can allocate against future bills.
Is this what you require?
Tommy
Best answerNo problem at all Mark!
Tommy
Wonderful, thank you for your help
Mark
Hi Mark,
Yes, if this is for a customer, you would process this as a Money In.
Tommy
Hi Tommy
It is for a customer (bought ledger), would that be Money In on the previous answer?
Thank you
Hi Tommy
Thank you for your quick response, however the problem I have is where to put the payment to an account in credit in order for me to deduct on further purchases.
Mark
Hi Mark,
Please see this guide for further details: https://support.clearbooks.co.uk/solution/articles/33000203040-how-to-refund-a-customer-over-payment
Do let me know if you come across any further problems?
Tommy
You must 