Account management

hello and thank you for the response. Doesn't make sense why I would be receiving a payment. Let me explain a little more about the business. I followed this procedure (Manage upfront deposits or retainers (intuit.com))

to track customer jobs due to the fact that we take payments upfront like retainers. And so far this process is working out pretty well. 

1. Customer pays an upfront deposit which is recorded as a sales receipt

2. Once the services are performed an invoice is created 

3. A credit memo is created at the same time as the invoice to provide credit back to the customer for the original upfront deposit

Result: There are times when the customer overpaid and now a refund is due. 

There are some customers that are law firms or agencies which have hundreds of jobs. I want to be able to refund all overpayments across all jobs for that one customer with ONE refund check instead of one for each job. 

Screenshot attached is an example: 1 customer | 3 jobs | Each job is owed money back