A customer has paid an invoice twice on a large payment for multiple invoices. They do not want it allocated to another invoice or refunded but held on account. Help x

You can record the full payment for the invoice and at the same time apply any overpayment as a credit, leaving it on the customer's account as a credit balance, accounts627. Let me guide you to resolve this.

Since your customer doesn't want a refund for the overpayment or duplicate payment, you can add it as a credit to their account. This way, it can be used for a future transaction, and there’s no need to apply the overpaid amount to an invoice immediately.

To record the full payment and the overpayment or duplicate payment, follow these steps:

1. Go to +Create and select Receive payment.
2. Select the Customer.
   
3. Enter the exact amount you have received in the Amount received field.
4. Select the invoices the payment applies to.
5. Click Save and close.

Once done, the invoices will be marked as paid, and the overpayment will be recorded as a credit on the customer's account. You can verify this by going to the Customer Hub.

Here's how:

1. Go to Customer Hub and select Customers.
2. Select the customer.
   
3. In the Transaction List you will see an unapplied payment sitting as a credit under the STATUS column.

Let us know if you have any further questions or need additional assistance.