How to Fix an Overpayment?

My client accidentally paid more money than they owed for a service. How can I return the extra money?

Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

If there is an overpayment on a project, it will be displayed in the Billing section of the project. The amount will be made clear and recorded at the top.

There are a couple methods you can use to fix this issue

Method 1: Add a custom item to the project for the amount they overpaid.

Method 2: Provide the client with a refund (if items/services were removed). 

To learn the difference between a refund and account credit click here.

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