@Bryan_M Thank you! I followed your directions an it seems to have cleaned up the ledgers just as I needed. Of course, I haven't completed the 2nd portion yet s...
This is how I send my customers a receipt that I have applied their payment. My problem is, when I hit save and send and it opens up the preview of the email - ...
@RainflurryOf course! Thank you so much for that reminder. That was exactly what I missed.The directions I found said to lable the credit exactly as the origina...
@ZackEthanks for the response but it didn't solve anything. I followed all the steps. That's what I explained in the OP. However, the account summary still show...
