How does SuperOps handle overpayments when a client pays more than the invoice amount?

When an overpayment occurs, SuperOps marks the invoice as paid and stores the excess amount as a credit for that client. Credits can be automatically applied to the oldest open invoice, manually applied to a specific invoice, or carried forward to future invoices if none are currently open.

What happens to linked invoices when I delete a payment from the All Payments view?

Deleting a payment from the All Payments view removes it from all linked invoices and reopens any invoices it was paying off. However, if you delete a payment from a single invoice, only the applied amount is removed, the amount becomes a credit, and the original payment record remains in All Payments.

Managing Partial Payments & Credits in SuperOps PSA

Name: Managing Partial Payments & Credits in SuperOps PSA
Uploaded: 2026-04-14T16:00:35-04:00
Duration: 1 min 58 s
Description: TL;DR SuperOps PSA now supports partial payment recording against invoices, allowing MSPs to track installment payments for phased billing and milestone projects while maintaining real-time visibility of outstanding balances. Overpayments are automatic...

SuperOps

04/14/2026

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TL;DR

SuperOps PSA now supports partial payment recording against invoices, allowing MSPs to track installment payments for phased billing and milestone projects while maintaining real-time visibility of outstanding balances.
Overpayments are automatically converted to client credits that can be applied to the oldest open invoice, manually assigned to specific invoices, or carried forward to future billing cycles.
The platform offers flexible credit management with global or client-specific auto-apply settings, comprehensive payment history tracking, and the ability to edit or delete payments while maintaining accurate invoice status and audit trails.

Summary

This tutorial demonstrates SuperOps PSA's partial payment and credit management capabilities, designed for MSPs handling phased billing, milestone-based projects, and clients who pay in installments. The feature allows users to record partial payments against invoices while maintaining visibility of outstanding balances until fully cleared. When overpayments occur, the system automatically converts excess amounts into credits that can be applied to future invoices either manually or automatically. The platform provides comprehensive payment tracking through invoice-level payment history, client credit balances, and centralized payment management views. Users can configure auto-apply credit settings globally or per client, edit payment details including amounts and dates, and manage payment records across linked invoices. The system maintains accurate invoice status updates, reopening invoices when payments are deleted and converting removed amounts into credits while preserving original payment records for audit purposes.

Chapters

0:00 - Introduction to Partial Payments
0:18 - Recording Payments in SuperOps
0:34 - Managing Overpayment Credits
1:04 - Viewing and Editing Payment Records

Key Quotes

0:09 "Partial payments lets you record installment against an invoice, instead of waiting for the full amount to be paid at once."
0:34 "If it's an overpayment, the invoice is marked as paid, and the extra amount is stored as credit for that client."
1:27 "Deleting a payment from the All Payments view will remove it from all linked invoices, reopening any invoices it was paying off."

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