How do I record a double payment for one invoice and keep customer credit for future invoices?

14 replies
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I have Quickbooks Online. I invoiced a customer and he paid via Quickbooks online payment, and then he sent a check as well--not realizing he paid the same invoice twice. The check was deposited into the bank before realizing that it was a double payment. I need to:

1) Record the deposit into my bank so that I can reconcile, and

2) Record the credit in the customer's account so that he can use the credit for future invoices.

I don't want to issue a refund, and there is no open invoice at this time to apply the payment to. I haven't come across any scenarios exactly like mine. Can someone please walk me through the steps and explain the purpose of each?

Thanks in advance!

QuickBooks Online

mazarAnswer

Level 6

Hello,

This is actually very simple.

Record the check from the customer under the Receive Payment window. Since there is no open invoice it will give you a message saying it will save the payment as a credit for the customer.

This credit will be available next time you receive a payment on an open invoice.

mazarAnswer

Level 6

Hello,

This is actually very simple.

Record the check from the customer under the Receive Payment window. Since there is no open invoice it will give you a message saying it will save the payment as a credit for the customer.

This credit will be available next time you receive a payment on an open invoice.

AnnaK1Author

Thank you so much! I knew I was thinking too much about it! Exactly what I needed.

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