If a customer pays more than the invoice balance by check, you can record the full check amount as a payment and then issue a refund for the overage. The physical refund is issued externally (a separate check or bank transfer) and then recorded in Floorzap so your books stay accurate.
This workflow is for check payments only. If the original payment was made via Floorzap Payments (credit card or ACH), see Floorzap Payments: Refunds, Merchant Balance & Payout Timing — the refund flow is different for processed card payments.
Steps
Record the full check amount as a payment against the invoice. The overage will appear as a credit on the customer's account.
Confirm the credit balance by navigating to the customer's profile and opening the Payments / Credits view. Verify the credit reflects the overage amount.
Issue the physical refund externally — write a check to the customer or initiate a bank transfer for the overage amount.
Record the refund in Floorzap by following the steps in How to Give a Refund to a Customer. This zeroes out the credit on the customer's account.
Verify a zero credit balance on the customer profile to confirm the refund was recorded correctly.
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