This article will go through how to show an overpayment of a Charge on Account Invoice to be a Store Credit


How to show an overpayment of a Charge on Account Invoice to be a Store Credit 


Customer has a Charge on Account Invoice that they have sent payment for BUT the Customer has send in more than is owing


This is how you would process the payment to clear out the Charge on Account Invoice and then have the overpayment left as a Store Credit


It will need to be a split payment - the payment for the Charge on Account Invoice and the overpayment amount 


  • Receive the payment for the Charge on Account Invoice as per the normal process 

This is the link to the relevant article - Receiving Payment of Account in Blackpurl (Accounting Integration)


  • For the over paid amount create a new Customer Order / Select and Add the same Customer but there is no need to indicate what type of Customer Order it is


  • Then click on



  • On the Add Deposit screen / select the Payment Method and add the amount of the over paid amount then


  • Your Deposit section should now show the overpayment sitting there 

    Then click on  as we are now going to refund it to     Store Credit




  • On the Refund Deposit screen select the Payment Method: Store Credit > click on



  • The Customer Order should automatically close out and the Overpayment is now sitting on the Customer Record as a Store Credit