how do I offset balances in the a/r ageing report?

Hello there, userqasouthey. To offset an invoice in the Accounts Receivable Ageing report, the recommended method is to use a credit note rather than a journal entry, as this ensures the invoice balance updates correctly in A/R.

To use a credit note, you can follow the steps below:

1. Navigate +Create and select Credit Note.
2. Choose the customer whose invoice you want to offset.
3. On the right side of the credit memo page, a prompt will appear allowing you to link the invoice, and click the Add button.
4. Enter the amount to offset and fill in the necessary details.
5. Click the Save and close.

If a journal entry has already been created, it won’t automatically link to the invoice or update the aging report. You will need to delete the journal entry and use a credit note instead, or consult your accountant for reconciliation.

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