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What Happens if My Customer Has Overpaid?

If a payment is more than the Invoice total, the extra amount stays as a credit on that payment.

If the payment added to an Invoice is more than what is owed, the amount applied to the Invoice stops at the Invoice total. The Invoice shows as paid with a $0 balance, and the excess amount stays as a credit on the payment.

To see the credit, select the three dots next to the payment, then select Edit.

The credit isn't added to the Invoice total and doesn't appear on the Invoice PDF you send your customer.

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 external accounting software, such as QuickBooks. Make a note in your JobNimbus account that you used another program to process the refund.
  • Credit Memos should not be used for refunds.
  • To refund customers through JobNimbus Payments, follow the steps in How to Refund or Void a Transaction.