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.


  • 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.