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Quickbooks Support

How to handle a customer credit or overpayment in QuickBooks Online with the help of QuickBooks Desktop Support?

Today we are here to discuss what to do in QuickBooks Online when a customer overpays you and how we can resolve this issue with the help of QuickBooks Desktop Support Experts. As we know that customers can pay you too much for several reasons. If it happens, then you can use the credit toward an invoice, refund the customer, or type the overpayment as a tip in QuickBooks.

Option 1: Users can apply the credit to an invoice in in QuickBooks Desktop.

You can apply the credit to an invoice you already created.

  1. First, click & select + New.
  2. Then select Receive payment.
  3. Click & select the customer, then select credit and invoice.
  4. Click & select another pending invoice and type the overpayment amount in its Payment column.
  5. Click & select Save and New or Save and Close.

You can apply the credit to a new invoice.

  1. First, click & select + New.
  2. Click & select Invoice.
  3. You can create the invoice.
  4. You can select + New. Then select Receive payment.
  5. Click & select the credit and then Save and New or Save and Close.

Tip: Users need to set up customer credits to apply to future payments by default.

  1. First, navigate to Settings ⚙ and then select Account and Settings.
  2. Click & select Advanced.
  3. Click & select Edit from the Automation section, and then select Automatically apply credits.

Option 2: You can refund the customer for the overpayment in QuickBooks Desktop

In case, if your customer overpaid you on accident, then you can give them a refund.

Option 3: You can record the overpayment as a tip in in QuickBooks Desktop

In case, if your customer paid more than their total on purpose, you can record it as a tip.

Conclusion :

We really hope we’ve been able to give you with the information to help solve your queries related to QuickBooks. If the same solutions don’t work, please feel free to contact us on QuickBooks Desktop Support. You can also e-mail us at support@quickbooksupport.net as well. You can remain in touch with our experts available 24 hours a day, and geographically accessible. Users can feel tension-free while running to QuickBooks with the constant support from the QuickBooks POS Support. Users can also take a look at @ www.quickbooksupport.net.

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