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pippa1
Level 1

A customer account is showing a very old credit on account. How can I write this off, without issuing a cheque refund

I have numerous customers that have a credit against their account, through overpayment - over 12 months ago


I need to write this credit balance off, as the customers have since either gone or do not acknowledge their credit balance.   How do I do this without writing a cheque 

Solved
Best answer October 19, 2018

Best Answers
Rustler
Level 15

A customer account is showing a very old credit on account. How can I write this off, without issuing a cheque refund

Create an invoice, use a service item, enter the total amount = to the credit, save, and then apply the customer credit in receive payments

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1 Comment
Rustler
Level 15

A customer account is showing a very old credit on account. How can I write this off, without issuing a cheque refund

Create an invoice, use a service item, enter the total amount = to the credit, save, and then apply the customer credit in receive payments

View solution in original post

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