How can I move unallocate credits that sit at the bottom of the receive payments screen from Custom

Pam Anderson_9868150
Pam Anderson_9868150 Member Posts: 2 Novice Member Novice Member
edited October 2024 in Accounts Hosted
I have an unallocated Customer payment that I want to move to a holding account.  How do I do this to remove from reports

Comments

  • Tanya Briggs
    Tanya Briggs Accredited Partner Posts: 68 Accredited Partner Accredited Partner
    edited December 2018
    One way would be to create a tax invoice to that customer (using an item linked to a chart of accounts code for a holding account).  Then using the Receive Payments window, apply the credit to the invoice.

This discussion has been closed.

Categories