Edit an overpayment

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

  1. In the Accounts menu, select Sales (if overpayment received) or Purchases (if overpayment paid).
  2. Click See all.

  3. Select the overpayment Overpayments icon..

    Image showing overpayment on list.

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

    • To/From
    • Date
    • Reference
    • Currency
    • Description
    • Amount
    • Tracking (if you've set this up)
  6. Click Update.
Refunding or allocating an overpayment to an invoice or bill locks the Date, Amount or Currency fields. Delete the refund or allocation to edit these fields.