One of our customers overpaid on an invoice by £30. He then underpaid his next invoice by £30 to balance. How do I put the overpayment onto the 2nd invoice?

Hello aerynsun09,

You can apply your customer credit by recording the exact amount you received in the Received Payment screen. Let me guide you with the steps.

1. Click Create (+), then Receive Payment.
2. Click the Customer name, and select the invoice number.
3. In the Amount received field, enter the exact amount you including the over payment. The credit will show as negative balance to your customer's profile.
4. Click Save and close.

Once done, apply the credits to the next invoice.

1. Click Create (+), then Receive Payment.
2. Select the customer's name and click the invoice under the Outstanding Transactions.
3. Scroll down to the Credits section, and mark the unapplied credits.
4. Click Save and close.

Please see attached screenshots.

You can read this article about handling overpayment for more information.

Additionally, you can set your credits to apply automatically by following these steps.

1. Click Gear, then Account and Settings.
2. Click Advanced. Then, Pencil icon under Automation.
3. Mark the box next to Automatically apply credits box.
4. Click Save. Then, Done.

You can also check our page about managing customers and income for future reference.

Drop a post anytime if you need more help. We're always here for you.