Applying credits
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Nicola Tweedie
Member Posts: 6 ✭
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!
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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.Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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