Sometimes it happens that an agent gives a check for more money than they owe. In this situation, user have an overpayment.

1. Click the Sales menu
2. Click the Add Payments submenu
3. User may use the search button to filter the results
   • a new window will appear, choose accordingly
4. Select company from the dropdown list
5. Enter agent's name using the magnifying glass icon
   • a new window will appear, enter a portion of the agent's name to locate
6. Click search

For instance, agent Clarke Griffin gives $2,000.00 but the agent has only $1,500.00 open invoice

1. If user click on the check box next to his unpaid invoice, it will record only $1,500.00

1. Instead of clicking the box, user may type 2,000.00 in the payment field.

1. System will change it back to $1,500.00. This is because user cannot receive a payment for more than what an agent owes. What user can do is to record an overpayment.

To record an overpayment when an agent pays more than they currently owe

1. Click Sales
2. Click Add Payments
3. Click the overpayment button
4. Select the company from the dropdown list
5. User may use the search button to filter the results
   • a new window will appear, choose accordingly
6. Enter the description on memo/payee field
7. Enter the check number
8. Enter the date by typing in the field or select using the calendar icon
9. Enter the amount $
10. Click the post button

1. Click the box to select the invoice that needs to be paid
   • $1,500.00 invoice should be paid by the agent
2. Type the -1,500 in the field to deduct from the $1500.00 given by the agent as overpayment
3. Click the post button

4. Click the yes button to record the payments made

1. $1,500.00 will be deducted from the overpayment of $2,000.00 made by agent Clarke Griffin. The balance amount will now total to the actual overpayment which is ($ 500.00)