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.
- Go to the Sales menu.
- Find and open the payment.
- Review the payment. Make sure you need to void or delete it.
- If you want to include the void or delete date, add a note to the Memo or Message section.
- Click More in the footer, then Void or Delete.
- 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.