Apply overpayment to existing invoice or bill
Here's how to apply an overpayment to an existing invoice or bill for the same contact.
- In the Accounts menu, select Sales (if overpayment received) or Purchases (if overpayment paid).
- Click Awaiting Payment.
Select the overpayment .
- Click Overpayment Options and select Allocate Credit.
Xero displays all unpaid invoices or bills for this contact. Enter the amount to credit to each invoice or bill.
You can allocate less than the full amount of the overpayment, for example if the overpayment is more than the amount of unpaid invoices or bills.
- Click Allocate Credit.