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I have a cust that's showing a credit on his acct & I think it's due to a QB pyt creditcard unapplied that's showing. How do I correct this when it's already shows paid?

 
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I have a cust that's showing a credit on his acct & I think it's due to a QB pyt creditcard unapplied that's showing. How do I correct this when it's already shows paid?

Hi, @dabutlercool.

 

If your customer has a credit balance on their account and you're not sure why, I recommend checking the payments linked to that customer's latest invoices and make sure there isn't a duplicate somewhere. If you find that there's a duplicate payment linked to one of the invoices, you can follow the steps below to delete it.

 

  1. Go to the Sales menu.
  2. Find and open the payment.
  3. Review the payment. Make sure you need to void or delete it.
  4. If you want to include the void or delete date, add a note to the Memo or Message section.
  5. Click More in the footer, then Void or DeleteThis shows the options at a bottom of a transaction when you select more.
  6. Hit Yes to confirm.

 

That's it! Now you can apply the existing correct payment to that invoice.

 

Just shoot me a reply if you run into any other questions. I'll be here to ensure your success.

 

 

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