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.
To refund customers through JobNimbus Payments, follow the steps listed here.