Edit an overpayment

You can make limited changes to an overpayment after you've saved it.

  1. Go to Accounts, then Sales (if overpayment received) or Purchases (if overpayment paid).
  2. On the Awaiting Payment tab, click the overpayment Overpayments icon..

    Image showing overpayment on list.

  3. Click Overpayment Options, then select Edit.
  4. Edit any of the following fields:

    • To/From
    • Reference
    • Description
    • Tracking (if you've set this up)
  5. Click Update.
To change the Date, Amount or Currency fields, you'll need to delete the overpayment and enter it again.

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