AEppley
Level 1
‎November 28, 2022 06:01 AM

How do I process a small overpayment to create a credit?

Customer very slightly overpaid an invoice and will have a new bill soon. How do I create the overpayment credit to leave on the account?
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Candice C
QuickBooks Team
QuickBooks Team
‎November 28, 2022 07:49 AM

Payments

Good morning, @AEppley. 

 

Welcome to the Community! I'd be more than happy to show you your options of what you can do with a customer overpayment in QuickBooks Online. 

 

You have three options that you can choose from: 

 

  1. Apply the credit to an invoice. 
  2. Refund the customer for the overpayment. 
  3. Record the overpayment as a tip. 

 

For more details on how to perform these specific actions, review this guide: Handle a customer credit or overpayment in QuickBooks Online. 

 

Keep me updated on which option you choose and if it works for your business for the overpayment you received. Happy Monday! 

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