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How to Handle Overpayments

If a customer pays more than the invoice balance, record the payment using the actual amount received via Record Payment, then resolve the excess with the…

Steps

  1. Go to Get Paid → Invoices and open the row actions menu (⋮) on the invoice.
  2. Click "Record payment" and enter the amount actually received.
  3. Note the resulting credit/overage and discuss with the customer whether to apply it to a future invoice or refund it.

Good to Know

There isn't a dedicated "overpayment" workflow distinct from the standard Record Payment dialog - handle the excess manually based on what you and the customer agree on.

Related Articles

  • How to Record a Payment Received
  • How to Refund a Payment
  • How to Handle Underpayments

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