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JoosteTrafico
Level 1
posted
‎August 22, 2024 01:28 AM
last updated ‎August 22, 2024 1:28 AM

Overpayment of Invoice Not Reflecting Actual Payment amount

I have a question regarding how QuickBooks handles overpayments on invoices.

 

When a customer makes an overpayment, the invoice reflects the payment amount as equal to the invoice total, and the owing balance shows as zero. However, this does not inform the customer that they have a credit.

 

Wouldn't it be better for the customer to see the actual payment amount and the balance showing the credit difference on the invoice itself?

 

As it stands, customers cannot see their credit when only viewing paid invoices. They need to receive a statement, but the statement doesn’t show which invoices generated the credit.

 

Is there a setting I can adjust to display the actual payment and credit on the invoices directly?

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1 Comment 1
Kurt_M
QuickBooks Team
QuickBooks Team
‎August 22, 2024 03:45 AM

Overpayment of Invoice Not Reflecting Actual Payment amount

We appreciate you reaching out here in the Community space, Jooste. We'll share information about how QuickBooks Online (QBO) handles customer overpayment.

 

Before anything else, know we can see the importance of having the option to inform customers about the credit that they can receive from you whenever they overpay their invoices. In QBO, when they pay you more than the original amount of the transaction, you can record it as a credit and apply it to their future transactions or process a refund.

 

Since the option to set invoices and show the credit generated from the overpayment is unavailable, we recommend sending a feature request to our Product Development Team. This way, they can evaluate your suggestion and consider it for future program updates. We'll outline the steps below to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top right corner, click the Gear icon.
  3. Select Feedback and then enter your comments or product suggestions.
  4. Once ready, click Next to submit feedback.

 

Additionally, here's an article to help you create personalised sales forms inside QBO: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Our team is eager to assist you in handling invoices or recording customer payments inside the program. Please don't hesitate to visit us anytime or comment below so we can respond and lend a helping hand as soon as possible. Keep safe.

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