The client was billed twice in error and he paid the erroneous invoice. How to refund the client for the second erroneous payment?
Follow these steps to resolve the issue:
- Delete the second erroneous payment in the Payment screen. Prior to deleting the erroneous payment, note down its details (say pay date, reference number, etc.) if you want to keep a record of it.
- Now re-enter this payment as a retainer using the ‘Apply as Retainer’ option.
- For the second invoice, enter a new payment of ‘Credit’ type against it. The payment date can be the same as the invoice date or even today’s date.
- Next, enter another retainer payment with a negative amount to refund or offset the payment entered in step 2.
Note: If you are syncing BillQuick with QuickBooks or Sage 50 (formerly Peachtree), you need to delete the payment manually there and allow BillQuick to send the new ones.