Applying credits

Nicola Tweedie

Good afternoon - I would like some help please! In my 'Customers with open balances - I have a couple of customers who had overpaid previously. Against there name is the correct amount owing (credit has been applied) but against their job and on the invoice - the amount is showing with no credit applied. (I did not get the option of applying credit to the invoice)Therefore when I try to record payment the file is still showing the amount with no credit applied? How do I need to record on reckon to balance? Thank you!

Acctd4

Hi Nicola

When you invoice against a job, receive payment under that specific job also (instead of just under the main customer)  This creates the correct "link" for invoices v payments thereby creating the "credit" for allocation when receiving an overpayment.

(You may need to delete these payments & re-enter them as they can't be re-allocated from under a main customer to a specific job in Receive Payments)

Hope that helps.