Thanks for the additional information, @W-PL.
I know a way to zero out an overpayment to your customer.
Since this is a paid invoice, we can issue a check refund to this customer for the overpayment amount. Let me show you how:
- Go to your menu Banking and Write Checks.
- Choose the appropriate bank account.
- Pick the correct check number and date.
- Select this same customer in the “Pay To The Order Of” field.
- Fill in the amount of the overpayment (credit balance) you wish to refund.
- Very Important: Choose the account “Accounts Receivable” in the Expenses tab towards the bottom of the screen.
- Click Save & Close.
That should do the trick, @W-PL. As your reference, for you to track customer transactions in terms of expenses and accounts payable, QBDT provides a wide range of approaches. Please read the following articles to learn more about them:
Tag my name or reply to this thread if you have other concerns about handling customer overpayments or QuickBooks in general. We're here to be of help always. Take care!
