I'm new to QB and we have a customer that paid twice for a single invoice. We've been waiting to hear from them whether or not they want a credit or a refund. In the meantime, we haven't entered the 2nd payment and now need to. I've read multiple ways to do this and am trying to figure out what's best since we can't link the overpayment to the invoice. Options:

- Issue a credit memo (Q: If I do this, will it automatically count toward receiving payment or do I need to do both in some way?)

- Receive payment, which will generate a credit (Q: Do I also need to create a sales receipt for this as it instructs or do I bypass that?)

Something else? Anything more I need to watch out for?

Any advice is greatly appreciated. Thank you!