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An overpayment can be applied to an unposted or posted order from the Order view page or from the payments tab under Accounting. The credit balance will remain on the Customer's account until it is applied to another order or is refunded.


Option 1: Apply an Overpayment from the Order View page

  • From the Order view page, navigate to the Payments click on the (+) icon
  • A New Payment modal window will open
  • Complete the fields (see table below)
  • Click Save



Field
Description
Deposit
Select an existing Deposit or create a New Deposit
Type
Select a Payment Type from the drop-down.
Reference Number
This can be a check number or internal reference number
Date
Use the default date or manually set the payment date
Amount
Enter value for the overpayment amount


Option 2: Apply an Overpayment from the Payments Tab under Accounting

  • From the Payments Tab under Accounting select New
  • A New Payment modal window will open
  • Complete the fields (see table below)
  • Click Pay



Field
Description
Deposit Code
Select a Deposit Code from the drop-down menu
Created By
This selection will default to the logged in user
Customer
Select a Customer from the drop-down menu
Type
Select a Payment Type from the drop-down menu
Reference Number
This can be a check number or internal reference number
Date
Use the default date or manually set the payment date
Amount
Enter value for the overpayment amount
Orders with Balances
Select the Order(s) that the payment is being applied to


Once the over payment has been entered, it will remain as a credit balance on the order. This credit can be applied to another order placed by the customer. For more information, see FAQ - How to Apply an Order Credit to Another Order?