If it is a true overpayment and they wish to be refunded:

• Refund the payment by credit card through GrowthZone Pay or authorize.net by going to Billing>Reports Tab>Banking Box>Payment Processing (GrowthZone Pay) or Credit Card Listing (authorize.net) (if the overpayment was by credit card and it is less than 90 days since the initial transaction). Create the corresponding transaction when prompted, to enter that into their account tab.
• OR Refund the payment by check; create a refund sales receipt in the member’s account tab>transaction history and note on the receipt the chamber’s check number and date of refund for reference.

If they wish for the over-payment to be held as a credit:

• Keep it showing as a credit in their account to be used for a future invoice

Overpayment to be written off the AR because it was an entry error:

• Go to the member’s account tab > transaction history and select the New Invoice button to create a “dummy” invoice for the same amount of the credit showing in their account
• Apply the open credit to that invoice to remove the credit from their account
• The transaction will be visible in the account tab, transaction history of the member’s record

For credit memos that are misapplied, simply delete the credit memo:

Here is where you would find all negative balances in accounts: