Summary
If a customer overpaid and you sent the customer a check for the overage, follow these steps to balance the account:
Key Points
From the customer's account, click Create a new... Payment
Make an account adjustment
Open the customer's account, click Create a New...
Click Payment
For Payment Method, click Account Adjustment
Enter the amount you sent to the customer
Document what you're doing; for Reference # add the customer's check number, your check number and add "sent a check for $$.$$ overage"
Click Save & Apply
For $$.$$ enter the actual amount.