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FAQs in Xero - Overpayment by a Customer Xero

FAQs in Xero - Overpayment by a Customer Xero
Monday, December 01, 2014

Xero is a brilliant solution for bookkeeping in the cloud - and it has a great online help with lots of video and user-friendly content. But sometimes clients want a quick answer to their "How do I do this in Xero?" questions and we're really happy to talk them through it. This week we thought it would be good to share some of those frequently asked questions, and our responses, in case you were wondering "How do I do this?" too.

Today's question:  A customer has paid me twice for the same invoice. How do I record that, and the repayment I've made to them by cheque today?

Within the bank rec, go to the transaction and choose Create. Then click the "add details" at the bottom right of the blue box for the transaction.

Under Section 2 you'll see you have a section called Received As and a drop down - in there select Overpayment and the screen turns pink. Fill in the details and it attaches the overpayment to the customer's account so you don't lose track of it.

Then to record the cheque being paid back to them if you go into your Sales Invoices and look at Awaiting Payment you should see the Overpayment there as a credit on the account. If you click into it you can record the cheque payment at the bottom of the screen just as you can when paying a bill.

For more FAQ's on working with Xero take a look at our FAQ page on the website

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We found Panthera via our search for a Xero expert. We knew the software we wanted to use, and needed a forward-thinking accountancy partner who could get us up and running, and teach us the ropes moving forward. Tory and her team have always been on hand to answer our questions, and help us to grow as a business, particularly during periods of big change, such as becoming VAT registered. They are always on hand to alleviate any concerns and help to keep our records in order, which makes our year-end accounts an absolute breeze! Being based in Bristol, our relationship is entirely email based, alongside one consolidation meeting at year end - this keeps things simple, efficient and most importantly, hassle-free.

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The whole team at Panthera are great! Working with them has been a huge support to my growing business. They help me to understand the numbers I need to know. They give me technology solutions like Xero so that I can process things quickly and have access to my own figures. They are quick to reply, highly knowledgeable, nothing is too much trouble and as well as making sure that everything is compliant and on time, they are enthusiastic, professional and fun to work with.

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