Hi mike,Let me help you handle over payment from your customer in QuickBooks Online.We can either leave the over payment as is and apply it the customer's future invoices, or create a refund for the over payment.Here's how to record the over payment for your customer's invoice:In the upper-right corner, click the Create menu (+).Select Receive Payment.In the Receive Payment window, choose a customer.Under the Outstanding Transactions section, put a check mark on the invoice you want to pay.In the Amount received field, enter the exact amount you received from the customer (including the over payment).You can also check out this article on how we can create a customer refund: https://community.intuit.com/articles/1145640.If you have further questions, please let me know. I'm here to help.

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Customer overpaid an invoice, how do I record this?

Forum|Forum|7 years ago
February 7, 2019
2 replies
30 views

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QuickBooks Online

Best answer by JamesDuanT

Hi mike,

Let me help you handle over payment from your customer in QuickBooks Online.

We can either leave the over payment as is and apply it the customer's future invoices, or create a refund for the over payment.

Here's how to record the over payment for your customer's invoice:

In the upper-right corner, click the Create menu (+).
Select Receive Payment.
In the Receive Payment window, choose a customer.
Under the Outstanding Transactions section, put a check mark on the invoice you want to pay.
In the Amount received field, enter the exact amount you received from the customer (including the over payment).

You can also check out this article on how we can create a customer refund: https://community.intuit.com/articles/1145640.

If you have further questions, please let me know. I'm here to help.

J

JamesDuanT

Answer

QuickBooks Team

Hi mike,

Let me help you handle over payment from your customer in QuickBooks Online.

We can either leave the over payment as is and apply it the customer's future invoices, or create a refund for the over payment.

Here's how to record the over payment for your customer's invoice:

In the upper-right corner, click the Create menu (+).
Select Receive Payment.
In the Receive Payment window, choose a customer.
Under the Outstanding Transactions section, put a check mark on the invoice you want to pay.
In the Amount received field, enter the exact amount you received from the customer (including the over payment).

You can also check out this article on how we can create a customer refund: https://community.intuit.com/articles/1145640.

If you have further questions, please let me know. I'm here to help.

L

lindak1119

Level 7

We received an overpayment from a Customer. We want to apply part of the payment to the invoice and classify the remaining part of the payment as a donation. Is there a way to do that?

S

Sinoj

I had a similar issue in Quickbooks Online

The Invoice amount was 1000, customer paid a check of 1200 by mistake. So the customer account shows that 200 as unaccounted. They have asked for a refund, and we paid by cash amt 200.

To record this, what i have chosen is

1 Created an expense by clicking "Expense" tab in under suppliers.

2 Selected the customer as "Payee"

3 In the category detail - chosen "Accounts Receivable (A/R)" and entered the amount by giving

the description "Excess payment returned"

4 Selected the "customer" also the same customer

It worked, in the customer details, it shows as an expense account and the balances are tallied.

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