Hi there, marketingmuses.
I'll help you in handling your customer balance.
The program prompts you that warning because you've entered the whole amount of the invoice in the credit memo. Please know that we only need to create a credit memo for the remaining balance of the invoice since you've already issued a refund for the initial deposit.
We can open the credit memo and edit the amount. This way, we'll be able to close the invoice and zero out the customer's balance. Here's how to do it:
- Select Sales from the sidebar menu.
- Go to the Customers tab, then select the appropriate customer.
- Locate then click the credit memo.
- Edit the amount of the credit memo.
- Click Save and close, then select Yes to confirm the changes.
Once done, you can now perform Receive payment using the credit memo that you've created.
In case you'll need to track all the invoices that are due on a particular day, we can customize your Transaction Detail By Account report.
Should you have any other concerns or follow-up questions, you can always find me here. Have a great rest of the weekend.
