This article covers
How to remove payments linked to an invoice
How to record payment for a customer
You may want to remove the excess payments for a customer either when their payment method is incorrectly charged, or payment was recorded incorrectly against an invoice/customer.
Excess payments will be available for a customer, one can remove by refunding or deleting (in the case of offline payments) the transaction associated.
When do Excess Payments get created?
There are three cases when excess payments get added to a customer:
When a payment associated with an invoice is removed.
When an offline payment is recorded for an invoice, the payment amount being greater than the invoice amount. The difference in amounts is added as Excess Payment.
When a payment is recorded against a customer directly.
Note: Excess payment added to a customer will automatically be used up for any future invoice(s) generated for the customer.
For Online Payments:
In the case of Online payment methods, the excess payment can either be refunded directly to the customer, or an offline refund can be recorded against the transaction, which will result in the excess payment being removed.
For Offline Payments:
In the case of Offline payments recorded, you can choose to either record a refund against the transaction, or delete the transaction entirely. Either action will lead to the excess payment being removed.
Related articles and Documentation