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Process an Overpayment

Quick answer

  • Open Accounts receivable ▸ Payments ▸ Cashier receipt, create a new receipt, enter the student account, tick the invoice, and enter an amount greater than the invoice total.
  • The excess appears in the Overpayment field for review before posting — the cashier can correct the amount if it was entered in error.

When a fee payer pays more than the invoice total at the counter, the system captures the excess in the Overpayment field. The cashier can review and correct the amount before posting.

  1. Create the cashier receipt

    From the FNO dashboard, open Modules ▸ Accounts receivable, expand Payments, and click Cashier receipt. Click + Cashier receipt (③) and complete the following:

    • Customer (④) — enter the student account.
    • Invoice (⑤) — tick the invoice to be paid in the panel on the right.
    • Method of payment (⑥) — select the payment method.
    • Amount (⑦) — enter an amount greater than the invoice total. After saving, the excess amount appears in the Overpayment field, allowing the cashier to review and correct before posting.
    • Payment reference (⑧) — enter a reference if required.

    Process an Overpayment — the Cashier receipt form with an amount greater than the invoice total entered and the Overpayment field showing the excess

    Process an Overpayment — the Post receipt dialog with the Print receipt toggle

  2. Post and deliver the receipt

    Click Post (⑨). Enable the Print receipt toggle if a copy is required. Click OK.