Payments and banking · Guide 121 of 624
Customer overpayments
If a customer pays more than they owe, RockifyERP keeps the extra as an unallocated advance you can refund or apply later.
How to do it in RockifyERP
- Record the payment for the full amount received.
- Allocate what’s needed to open invoices. The rest stays unallocated.
- Apply it to the next invoice with Get Advances, or refund it with a Pay payment entry.
Tip: Tell the customer about the overpayment in writing and agree what to do with it.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.