Hello and welcome to Paythepoolman Help Page articles!
Do you need to log an overpayment for one of your customers? Here is a quick walkthrough on how to do that.
1. From your Company Dashboard, click on PAYMENTS to the left of your screen:
2. Next, click on ADD NEW PAYMENT and the pop window like the one you see below will open:
3. Enter the overpayment as shown in the video below, but do NOT apply it to any specific invoice - this is how it will become an overpayment. Enter the appropriate information, then save.
You can then verify on the customer's dashboard that the overpayment was applied.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
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Have a nice day!