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nickellsconstruc
Level 1

I accidentally generated a credit for a customer and now it want to apply it to the new invoice i'm trying to send.. How do i erase the credit

 
1 Comment 1
lynda
Community Champion

I accidentally generated a credit for a customer and now it want to apply it to the new invoice i'm trying to send.. How do i erase the credit

Hello @nickellsconstruc:

 

We think we are understanding your question.  You created a customer credit that you did not mean to. Now when you create an invoice, it is applying that credit automatically.  If we are wrong, feel free to post back. 

 

It is possible that you have a setting on to automatically apply credit memos.  You would need to delete the payment that is automatically created when you have this setting on.  Here is a video we created to show you the steps:

We hope this helps.  If not, feel free to post back.

 

@lynda Artesani Bookkeeping and Matthew @ParkwayInc

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