Overview
When a customer sends more than is owing on a Charge on Account Invoice, you process this as a split payment: one payment to clear the Charge on Account Invoice, and a second step to capture the overpayment amount and convert it to Store Credit. The overpayment ends up on the customer's record ready to use against a future purchase.
Steps
Part 1: Receive Payment on the Charge on Account Invoice
Receive the payment for the Charge on Account Invoice using the normal account payment process. See Payment of Account for details.
Part 2: Capture the Overpayment as a Deposit
1. Create a new Customer Order and select the same customer. There is no need to specify a Customer Order type.
2. Click Add Deposit.
3. On the Add Deposit screen, select the Payment Method, enter the overpayment amount, then click Confirm Deposit.
Part 3: Refund the Deposit to Store Credit
1. The Deposit section of the Customer Order now shows the overpayment amount. Click Refund to convert it to Store Credit.
2. On the Refund Deposit screen, set the Payment Method to Store Credit, then click Refund Deposit.
Result
The Customer Order closes automatically. The overpayment is now recorded as a Store Credit on the customer's Customer Record, where it can be applied to a future purchase.
