How to Add a New Payment to a Paid Invoice and Issue a Refund in Momentum AMS

Until now, once an invoice was marked as paid in Momentum AMS, no additional payments could be applied to it. With our latest update, you can now add a new payment to an already paid invoice—perfect for situations where, for example, you receive a payment from the insured and then a second payment from a mortgage company. This update also enables you to issue a refund for any resulting overpayment.

Follow the steps below to apply an additional payment and issue a refund:

Step 1: Locate the Paid Invoice

Navigate to the Insured’s profile or Policy screen.
Scroll down to the Invoices and Receipts section and open the paid invoice you want to apply an additional payment to.

Step 2: Add the New Payment

Click on “Add Payment” even though the invoice is already marked as paid.
Enter the payment details (amount, date, method, and payer).
Click "Save" to apply the payment.

⚠️ The system will now recognize this as an overpayment and reflect it in the Credit Payments section.

Step 3: Locate the Overpayment in Credit Payments

Scroll down to the Credit Payments area below the invoice.
You will see the new payment listed as an available credit.

Step 4: Issue a Refund

Click the “Actions” button next to the credit.
Select “Take Payment.”
You will now see an “Issue Refund” option.
Click “Issue Refund,” review the details, and then click “Issue Refund” again at the bottom to process the refund.

That’s it!

You've successfully added a new payment to a paid invoice and issued a refund for the overpayment. This feature is designed to provide flexibility in real-world scenarios where multiple parties may be contributing payments, while ensuring clean, trackable records in your AMS.

If you have any questions, don’t hesitate to reach out to our support team!