Summary

If a customer overpaid an invoice and should get the money back, process a payment-only refund. Gingr usually does not allow overpayments. If an estimate is overpaid, the overpayment turns into store credit. You may still find an overpaid invoice. A negative number on the Remaining Due line shows this.

You do payment-only refunds from the payments section at the bottom of the invoice. They show that the customer still owes the business for the services or items. Use them when the original payment was not collected, the customer will pay later, the customer needs to pay another way, or there is an overpayment. This refunds the money paid but not the line item.

Steps

1. Open the Invoice.
2. Check the Select box next to the payment at the bottom of the invoice.
3. Select the orange Refund button above the payment box.
4. In the refund pop-up, select the Refund Method.
5. Select the Refund Amount.
6. Process the refund.

   

The overpayment is now refunded and the invoice should be closed.

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