If a client sends a check, bank, or cash payment that exceeds the invoice total, here's how to properly handle it in Spiro.
🛑 Note: Spiro does not automatically apply overpayments to other invoices. These must be managed manually by an admin.
🔍 Example
Invoice Total: $150
Payment Received: $200
Overpayment: $50
✅ What to Do
1. Apply the Payment
Open the invoice in Spiro.
Record a $150 payment on the invoice.
In the Notes section, include a note about the $50 overpayment.
2. Handle the Overpayment
Choose one of the following:
➕ Add a Credit:
Manually add a $50 credit to the agent’s account for future use.💸 Issue a Refund:
Send a $50 refund check to the client.🔁 Apply to Another Invoice:
Manually apply the $50 to another open invoice for the same agent.
⚠️ Important
Overpayments are only possible via manual payments (check, bank, cash).
Clients cannot overpay via credit card when paying online through Spiro.