Over-payment on financials tab
Under the financials tab, show any overpayments on accounts. We often have contacts paying through the QuickBooks link by ACH from their insurance and, for example, if the bill is $20,000 and the insurance pays $21,000, then there is a $1,000 overpayment. We need to be able to see anyone who has overpaid so we can get them that money back.
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Welch
shared this idea
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Nicollé Ruth commented
Typically an insurance provider will pay a little more Because they add in different percentages of overhead and profit, the more jobs you do during an installation the higher the overhead and profit an insurance provider pays. That money goes to the company, not the customer.