Recording an Overpayment

To enter an overpayment received from your customer

• Click on Sales Command Center > Receive Payments.
• From the list in the top left corner of the window, choose the account where the money will be deposited.
• Enter the Customer Name, Amount Received, Type of Payment and Details (optional), Id # (only if you want to change the default), Date, and Memo. When you selected the Customer, your sales orders will appear on the bottom portion of the window.
• Enter the full amount of the payment received in the Amount Applied column next to the Inv# you are paying, regardless of what the amount due is. It is very important that the amount received is equal to the amount applied. Click Record.
• The following message will appear: "This payment will result in 1 credit memo. Use Settle Credits to apply the credit to an open receivable or to write a refund check."
• Click OK.

To apply or refund the credit

• Go to Sales Command Center > Sales Register.
• Click on the tab Returns & Credits.
• Locate the credit you wish to apply or refund and then click either Pay Refund or Apply to Sale.