Hi cvo1,

Thanks for posting in the Community!

If you've applied or match the overpayment to the invoice, the overpayment itself will serve as a credit that you can apply to future invoices.

If the overpayment is shown in your Bank transactions tab, you can click on Find match option to apply it to the invoice. Or you can categorise it under Accounts Receivable account and select the customer to apply it to.

When you're ready to apply the credit to a new invoice. Here's how to:

1. Click on +New.
2. Click on Invoice.
3. Fill out other information and click on Save.
4. Click on +New.
5. Click on Receive payment.
6. Under credits the overpayment should show to apply.
7. Click on Save and close.

You can also check this link to learn more about: Handle customer payments in QuickBooks Online.

As always, you can reach out to our Customer Care Team if you need further assistance with the steps. They'll be able to pull up your account in a secure form and help record the overpayment.

Post again in the Community if you have further concerns.