Removing a customer credit without a refund

Do an invoice for misc debit to the account-do you have a misc income acct? Or, if invoice was in current month, just ad line for misc overpayment.

Consider this: A 'negative' credit memo is an invoice! You are increasing the amount your customer owes in order to 'balance' an overpayment.

Issue an in-house invoice for the $2.50. USE APPROPRIATE MEMO'S both in the body of the invoice AND at the foot of the invoice. "But", you say, that will increase the INCOME for the company!" Yes, it will, and it should. You KEPT the money.

It sounds so simple when you say it....

Thanks

Forgot to mention. You have to apply the overpayment credit to the invoice you created.

Also, if you choose, you can forgo the invoice and enter the charge directly into the customer register. Again, MEMO adequately. Be sure to use the same customer:job as the credit (use the register for the job the payment was made too).

Here is what I did. I created a list item of type other charge and named it overpayment. The tax rate is set to NON for non-taxable.I used the account Other Income. You may choose to point to any income account that makes sense to you and your accountant. I use this list item to add charges to offset small overages (I have customers who round to nearest dollar when they pay). Charges may be added either by creating an invoice to the customer:job OR by adding statement charges to the register.

Whether you invoice or use a statement charge, you must apply the credit in the customer account to the new invoice/charge you created.