https://help.myob.com/wiki/x/2g1NAQ
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Key points in this topic
- If a customer pays you too much, even via a bank feed or imported statement, record the whole payment in MYOB Essentials
- If a customer has paid an invoice twice, create a customer return for the second payment
- When an overpayment is recorded, a customer credit is created for the overpaid amount
- Credits can be refunded or applied to other open invoices (ask the customer their preferred option)
To process an overpayment
- From the Sales menu, choose Take payments.
- Select the customer in the From field and choose the Into account.
Enter the total amount of the payment (including the overpayment) in the Payment amount field.
If a customer has no open invoices
Create a customer return for the overpaid amount, then either refund the payment, or hold onto the credit to apply to a future invoice.
- Ensure all other details of the payment are entered. See Customer payments for more information.
- Click Save when you're finished.
You'll receive a message confirming that an invoice has been overpaid, and that you can process the return.
- Click OK.
- If the overpayment came through in a bank feed, match the overpayment amount in the bank feed to the payment you created above.
- Process the customer return (Sales menu > Process customer returns) and choose whether you want to apply the overpaid amount to an invoice or refund the customer. You can also hold onto the credit to apply to a future invoice.
Need more details? See processing customer returns.
invoice over payment
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