---
title: "Surplus Payment (Apply a Credit)"
slug: "surplus-payments"
tags: ["Applying a credit", "over-payment", "over payment", "customer credit"]
updated: 2024-02-22T19:19:47Z
published: 2024-02-22T19:19:47Z
canonical: "help.cenpoint.com/surplus-payments"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Surplus Payment (Apply a Credit)

Before you can create a surplus payment

The customer must have money in their surplus account. See [Overpayment](https://help.cenpoint.com/docs/overpayment) or [Putting money in a Surplus Account](https://help.cenpoint.com/v1/docs/putting-money-in-a-surplus-account)

#### 

#### 1. From the homepage of CenPoint, click “Enter Payments”, and select your customer. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/2%20surplus.png)![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/7%20payments%20intro.png)

Alternatively, you can go to invoices, highlight the invoice that needs to be paid, and click “make payment”.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/6%20payments%20intro.png)

#### 2. Instead of choosing cash, check, or credit card, choose surplus.

The surplus account will indicate be available balance.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/8%20surplus.png)

#### 3. Complete the payment like normal. [How to Make a Payment](https://help.cenpoint.com/v1/docs/credit-card-payments-error)

**FAQ**

How do I move surplus from one Branch to another?

We don’t have a utility to move surplus from one branch to another.

The best way to do this is to create a refund from one branch (make sure to add a note) and the do a manual credit for the same amount for the branch you are moving the surplus amount to.

## Related

- [Make a Payment](/payments-intro.md)
- [Putting money in a Surplus account](/putting-money-in-a-surplus-account.md)