How to remove credit from customer's account that was mistakenly recorded?

Edgarley3
Edgarley3 Member Posts: 6 Novice Member Novice Member

Hi,

I made a invoice for a customer and recorded that as paid, but it was not paid. So, I deleted that invoice now, It is showing that the customer has credit but he has no any credit. How can I fix this?

Thanks.

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,630 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited June 2023

    You have to delete the payment as well, just go to it anyway you prefer- find the amount or go to the customer balance and double click on payment and delete (ctrlD)

    won’t you have to renter the invoice ?

  • Edgarley3
    Edgarley3 Member Posts: 6 Novice Member Novice Member

    No, that invoice was not correct so I had to delete that. Now what should I do?

  • Kris_Williams
    Kris_Williams Member Posts: 3,630 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Just delete the payment. What was the date of the invoice, was it in a previous BAS quarter

  • Edgarley3
    Edgarley3 Member Posts: 6 Novice Member Novice Member

    I don't remember the exact date but it was a month ago, I guess. No, it was not in a previous BAS quarter. How can I delete the payment? I am a new user so, still learning.

    Thanks.

  • Kris_Williams
    Kris_Williams Member Posts: 3,630 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    I did say that up above, but call me if you need to 0415 940843

  • Edgarley3
    Edgarley3 Member Posts: 6 Novice Member Novice Member

    thank you for your help.

  • Kris_Williams
    Kris_Williams Member Posts: 3,630 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    You’re welcome. …………..