What is the procedure in the event of a client overpayment?

If the amount received by the client is greater than the amount of the file, Backyou automatically adapts the payment schedule by creating a negative payment date with the status "Overpaid" in the case of a proposal that is less than the amount already received.

If you wish to reimburse the client, you need to process the account adjustment with your accounts department. Backyou does not have a refund tracking module.