Hi there, Africa-Equipped-Services. There are two ways to record a payment as credit on your customer's account.
First, you can record it as an Unapplied Payment by receiving the payment without applying it to any invoices. Here’s how to do it:
- Hover to + Create, then choose Receive Payment.
- Select the Customer name.
- Enter the Payment amount and Payment method.
- Deselect all invoices to ensure that the payment is not applied to any of them.
- Click Save and Close.
- Choose Save as a credit when prompted that no invoices have been selected.
Alternatively, you can treat it as a Bank Deposit and assign it to the Accounts Receivable account. This method also creates available credit, which can be applied to invoices when needed.
If you need further assistance in allocating your customer's payment as credit, feel free to comment below.
