how do i handle customer overpayments?

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  • Updated 7 years ago
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Client has paid me twice for same invoice and wants the amount to be refunded
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Jade Mcgrath

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Posted 7 years ago

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SusanR, Accredited Partner

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Official Response
Hi Jade,

Assuming that you have receipted both payments in, the customer account should be in credit.

You can use the Write Cheque facility in Accounts and post to the Accounts Receivable account.  Link this transaction to the Debtor (customer) by selecting them in the Customer:Job.

Then make sure that you go into Customer Payments and link the two transactions together, using the 'Credit' feature.

I hope this helps.


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