A customer paid more than the invoice amount. How do I record and manage the excess payment?

If a customer pays more than the invoice amount, you can record the full payment and save the remaining balance as an excess payment. This excess amount can later be applied to other invoices or refunded to the customer.

To record an excess payment:

• Go to Sales on the left sidebar.
• Select Payments Received under Payments from the top module bar.
• Click + New to record a payment.
• Enter the required payment details.
• Apply the appropriate amount to the invoice.

The remaining balance will be displayed as Amount in Excess.

You can use the excess payment to:

• Apply the excess amount to the customer’s future invoices.
• Refund the excess amount to the customer, either fully or partially.