CNA A/R - Overpayment: How to apply

How to apply an Overpayment

You have created an Invoice for the customer. When the customer sends payment, they have overpaid. The images and steps below will demonstrate how to:

  • Mark the invoice to Pay and also mark the box to Apply the Overpayment to a Credit Memo.
  • At this point, you may Create a Refund Bill or use the credit on the customer's next payment.

 You have created an Invoice for the customer.

When the customer sends payment, they have overpaid by $25. As shown below, mark the box to the right of the invoice for which payment was received and also mark the box to Apply the Overpayment to a Credit Memo. 

At this point, you may pull up the Credit Memo which was created from the Overpayment and click the button to Create a Refund Bill which will allow you to create a check to pay back the overpayment. Or, use the credit on the customer's next payment.

 

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Use the credit on the customer's next payment

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