Questions & AnswersRecord an overpayment to a clients account
bgarvanman asked 7 years ago

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.

bgarvanman replied 7 years ago

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.