Record an overpayment to a clients account

Question: How To Record An Overpayment To A Clients Account

Hi There,
A client has overpaid me, how can i record an accurate client statement as bullet wont let me allocate the excess to the clients account which should show a negative value owing.
Regards
Denis

  1. bgarvanman August 31, 2014
    Ok, I recorded a invoice with a negative value for the amount of the overpayment and then just allocated to the existing invoices as a workaround, but can get messy down the road is client is looking for a statement.

    regards
    Denis

1 answer

Peter Connor Staff September 1, 2014
Public

Hi Denis,
You can issue your client a credit note and refund the money. We don’t have ‘client credit accounts’, we just focus on core features to keep the UI as clean and simple. 
Hope that helps
Pete

#answer-789
  1. bgarvanman September 1, 2014
    Ok, That should work, Tks Peter

    cheers

    Denis

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