In this article, you will learn how to apply payments not linked to orders (Overpayments) and use them as payment for future invoices. This feature is very helpful when working with customers that have “pre-paid” payment terms.

User Roles: Accounts Receivables, Admin, and Cashier.

Receive Overpayments

To register a new payment, do the following steps:

Go to A/R and select Receive Payment.
Select the customer.
Fill out the payment information.
Save the payment. There are three options available when saving a payment:
1. Save & Print. To save the payment and print a payment receipt.
2. Save & New to save the payment and create a new one.
3. Save & Close to exit the Receive Payment screen and go to the Payment Summary screen.
Click on Save in the confirmation pop-up.

The system will save overpayments as open credits for the customer.

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Register overpayments from the A/R - Receive Payment screen.

Knowledge Base

Receive Payments in Advance (Overpayments)

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Receive Overpayments

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