@MarsStephanieLthank you for the reply. Question is, what happens to the difference, in your example, if $400 is deposited on a $250 invoice (what happens to the $150)? I received the payment in the full amount and I'm left with a credit but I'm not sure what to do with that credit. I sent the customer a check for the difference today but not sure what to do with that reconciliation one it comes into QBO. Thanks!