Hi there, JeanaPate.
You're doing it right. When paying the check and applying the Unapplied Payment, make sure the Amount received is zero (0.00). This will change the status into closed.
You'll want to open the payment if the credit was fully applied.
- Go to Sales and select Customers.
- Select the customer's name. Find and open the payment where you have previously applied the credit.
- Make sure that the Check under Outstanding Transactions and the Unapplied Payment under Check section have checkmarks.
- Click Save and close.
Also, it's possible that there are other unapplied payments. You'll want to review the customer's transaction or pull up the Profit and Loss report.
I added these articles for more details:
Shoot me a reply if you need more assistance. Wishing you all the best!
