Invoices

Taking an Overpayment

If a customer sends you a check for an amount greater than the invoice, here is how to enter it into FrameReady.

If the overpayment affects multiple Invoices, see: How to Take an Overpayment on Multiple Invoices

How to Enter an Overpayment and Issue Store Credit

1. Locate or create an Invoice for the customer.

2. Click the Enter A Payment button.
   
   The Receipts window appears; the amount owed is automatically added.

3. In the Amount field, enter the check's amount.

4. In the Tender field, choose  Chq  .

5. Click Done.

6. Note that the Payment and Balance fields are now negative and in red. This indicates that you now owe the customer.

7. Click the Enter A Payment button again.
   
   The Receipts window appears; the amount you owe the customer is automatically added as a negative number.

8. In the Tender field, choose how you want to apply the credit, e.g. Refund - Store Credit.

9. Click Done.

10. An alert may appear informing you of the refund, e.g. "A store credit of $ will be issued for this refund." Click OK. A receipt appears, click Continue to print.

Tip: If you open the Contacts file, the customer name from the Invoice is automatically loaded. Click the Credits tab and confirm that the store credit has been applied.

See also: How to Take an Overpayment on Multiple Invoices