Dec 10, 2018 - I have had a problem with credit memos recently. I created an invoice in QB (2015 for Mac). Customer paid with PayPal. I haven't found a better.

What should you do when a customer pays too much? Determining if a refund check will be issued or whether the funds will be retained on account to be used against other outstanding invoices or future sales to the customer is an important issue regarding the accounts receivable for the customer account. In this article, we will show you how to handle a customer overpayment: • • • • • • Our articles are to help you become a better user. If you have questions or need help with other related issues or even other Accounting issues take a look at our support options here:. You can, also, call us and one of our QuickBooks Pro Advisors will be ready to give you the support you need. Call 800-216-0763. Customer overpayments and what you need to do to verify that the customer overpaid: This is an example of a customer, Red Bloom, who has sent you a check (number 8482) for $168.00 to pay for invoice #1100 in the amount of $110.00 and invoice #1101 in the amount of $58.00.

Photoshop elements 15 for mac torrent. When you open the Receive Payments Window in QuickBooks and filter on the customer, Red Bloom, there is only one invoice #1101 for $58.00 unpaid. Their balance due is $58.00. To verify that there isn’t any other invoice open on Red Bloom’s account, do a search using the Find window to verify this overpayment as shown below.

Conduct a search for $110.00. Under the edit menu, you will click on Find or use the control and F key together to bring up the Find window.

Make sure you are on the Advanced tab at the top. Click on the Amount filter and click on the middle radio button next to = sign.

Add the $110.00 dollar amount and click on Find button. There will be a list of all transactions in the amount of $110.00 listed in the Find window. Under the Name column search for the company name, Red Bloom, for a possible payment (PMT). It is apparent, that Red Bloom has previously paid the $110.00 under their check number 8438.

Resolve the overpayment. Call the customer to make them aware that they have overpaid and see whether they would like a refund check; or if they plan on making more purchases in the near future.

It is possible, they want you to hold these funds in their account to be applied to a future invoice. How to record a customer overpayment in QuickBooks. In our example above, Red Bloom has only one open invoice. However, you received a check for more money than Red Bloom owes.

This check still needs to be recorded and have payment applied to the one open invoice. Regardless of whether the exact amount due is paid or a payment that is for more than what is due is sent, you would record the payment in the Receive Payments window. Here are the steps you should follow within the Receive Payment window to record the customer overpayment.

• Choose company name (Red Bloom) in the Received From field drop-down box. • In the Payment Amount box, enter the full amount of check even though it is more than the invoices available to be paid. • In the Date field, enter the date of payment.

• Type the check number in the Check# box. • In the Memo field, add the check date and the name on the check if it is different from the company name. • You will see that the open invoices have been checked to be paid and below in the left corner you will see the Overpayment Section: a.

Leave the credit to use later or b. Refund the amount to the customer. Option One – How to refund a customer overpayment in QuickBooks. You have verified the customer, Red Bloom’s, payment is an overpayment and Red Bloom would like a refund. The refund can be completed within the same Received Payments window when you are recording the payment. Choose the company name (Red Bloom) in the Received From field drop-down box.

Use the Receive Payment window to handle recording an overpayment as a refund. Here are the steps you would take to refund a customer overpayment: • In the Payment amount box, enter the full amount of the check even though it is more than the invoices available to be paid. • In the Date field, enter the date of payment. • Add the check number in the Check# box. • The Memo field should include check date, name on check if different from company name on the check and a description about the refund.

• You will see that the open invoices have been checked to be paid and below in the left corner you will see the Overpayment section and choose the radio button: Refund the amount to the customer. • Click Save and Close. • Issue a Refund pop up window appears. Everything is pretty much entered for you within this window. Make sure the Account is correct.

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