What to do when a customer overpays you

KB89

When a Customer overpays you, there are two options to deal with that overpayment. In both cases, you should still create a Customer Receipt and ensure that the amount receipted is the actual amount they paid you, regardless of how it is allocated to invoices.

Always create a customer receipt for the full amount receipted, then do ONE of the following only:

1. Allocate as much as you can to invoices and over-allocate the excess to a specific invoice. This will allow you to reflect that a specific invoice has been overpaid or:
2. Allocate the amount owing to as many invoices as you can and leave the remaining amount unallocated
   1. When you UPDATE the receipt, an over-allocation credit will be created automatically which can be taken up against subsequent invoices