When creating a payment for an invoice, if you enter a value that is greater than the outstanding balance, Uphance will automatically create a credit note labelled "Overpayment".
It looks something like this:
Here's the original invoice for the payment:
The invoice had a value of $380 but was overpaid by $100 totalling $480.
When something like this happens, Uphance will automatically create a credit note for the overpayment, as shown in the previous screenshot.
You can either use this credit note to offset the customer's future payments. Or you can create a refund for the overpayment.
To create a refund, follow the steps illustrated below:
Please bear in mind that the refund mentioned here doesn't carry any monetary value; it's just a record, which can be converted to money at a later time.
Viewing Outstanding Balance for Invoices
If you wish to view the invoices with outstanding balances, simply navigate to Order Management >> Invoices
