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 answerHi 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
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,
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 answerHi Tommy
It is for a customer (bought ledger), would that be Money In on the previous answer?
Thank you
Hi Mark,
Yes, if this is for a customer, you would process this as a Money In.
Tommy
Wonderful, thank you for your help
Mark
No problem at all Mark!
Tommy
You must 