Payments
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      What Happens if My Customer Has Overpaid?

      JobNimbus will automatically log overpayments as credits under a client's record.

      If the payment added to an Invoice is more than what is owed, the dollar amount will reflect as a credit under the Payment details.


      Invoice - Overpayment in add payment window


      After saving, the credit will be recorded in the Invoice's details next to the total.

      Invoice - Credit showing in Invoice details


      This overpayment/credit can then be applied to a future Invoice associated with that same Contact or Job.

      Note:

      • If you need to refund a payment, do so using an external financial software, such as QuickBooks. Make a note in your JobNimbus account that you used another program to refund the overage.
      • Credit Memos should not be used for refunds.