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Process a payment received, that is greater than the invoice amount
Process a payment received, that is greater than the invoice amount

How to record a payment received that is greater than the invoice amount

Stella Marques avatar
Written by Stella Marques
Updated over 3 months ago

It happens sometimes that your clients pay with a higher amount than the invoice balance and your client would prefer keep the amount as credit for futurs jobs.

To process that type of payment:

  • Click on the button Pay of Payment schedule on the invoice to pay manually

  • Pay the amount you receive for the invoice with a explicative note

  • Go back to your Payment schedule and click on Edit

  • Enter the modifications in the window payment details and write the explications in Note

  • Your invoice will now show the right amount received and the balance that needs to be refunded or credited. You can send a receipt to your client if you would like.

  • For the refund, go to the Action button and select Refund

Notes

  • If you are connected to accounting system, make sure to reimport the invoice with the changes.

  • The reports will display all the changes


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