Overpayment as "tip" via manual entry

Self-Hosted | v5
1

Have a weird situation where a client was late on payment beyond the grace period. A check was mailed, received late and a second check was also provided to cover previous invoices that we waived late fees on.

Basically I have two checks to pay on one invoice that ends in overpayment. The system automatically left an “unapplied” amount for the extra even though I have “allow overpayment” turned on. I am not sure if this expected behavior or not as this setting is under “online payments” and I enter all payments manually.

Do I have to make up a new invoice for the remaining amount or how is best to handle this?

Edit for added context…the client wanted to make up for past late payments we waived fees on which is why we have an overpayment here but only one invoice to apply against.

2

Hi,

The ‘allow overpayment’ option only applies to the client portal. It may explain the problem you’re seeing.

3

Hrm okay. Seems a little odd it is limited to client portal only (not used here) but shouldn’t our to often.

4

Sorry, I don’t understand

5

I mean it seems odd overpayments can only be made by the client in the client portal. I enter all payments (cash or check) manually.

1 Like
6

Thanks, understood. Everything can be changed… feel free to track on GitHub.