Resolving an Overpayment or Duplicate Invoice

Overpayment

An overpaid invoice is one where the amount collected exceeds the invoice amount (for example, a $1,000 invoice paid with $10,000 — often an extra-digit payment error). The excess is placed into unapplied/unallocated cash and needs to be resolved by a person.

For Transactions That Have Already Been Confirmed

• Navigate to Invoices

• Sort invoices by clicking on Total Outstanding to reverse-sort by lowest balance.

• There you will see any overpaid invoices at the top.

Resolve an Overpayment for a Confirmed Transaction

• You can Transfer the Credit

• Refund the excess amount back to the client. See Recording a Refund in Cartwheel.

For Transactions That Are Unconfirmed

• Allocate the excess to other open invoices for the same client — follow the existing steps in Manual Payment Allocation.

• Once resolved, the transaction moves to Confirmed status.

Duplicate Payment

A duplicate payment is the same invoice number paid twice. Cartwheel doesn't have a separate "duplicate" status — it's treated the same as an overpayment.