Recording an Excess Amount  

1. Go to Zoho Books/Invoice.
   
2. Under Sales, select Payments Received.
   
   
   
   
3. Click New.
   
   
   
   
4. Enter the Customer Name field, select the customer for whom you want to record the excess payment.
   
   
   
   
   
5. In the Amount Received field, enter the amount.
   If there are unpaid invoices for the customer, a pop-over will appear: “Would you like this amount to be reflected in the Payment field?”
   → Click No for the amount to be considered as an excess payment.
   
   
   
   
   
6. Click Save as Paid.
   
   
   
   
7. If the entered amount exceeds the payable amount, you will see a prompt:
   “Would you like to store the excess amount as overpayment from this customer?”
   Click Continue to Save in the prompt.
   
   
   
   
   

Using invoice credits in Zoho FSM  

1. Open the invoice for which you want to use the credit.
   
2. In the Available Credits section displayed at the top, click Apply Now.
   
   
   
   
3. In the Apply credits window, enter the Amount to Credit.
   
4. Click Apply Credits.