Taking up Customer Credits

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  • Question
  • Updated 1 year ago
We are using Reckon Enterprise 2017.  I have recently received payment for a number of invoices from a customer, however they overpaid by $203.50 and I opted to keep the credit for use later.  I have now received another payment from the company which I am trying to receipt and to take up the overpayment.  However, when I enter the details, the credit is not showing when I try to apply it - any ideas?  Thank you.
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wendy

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Posted 1 year ago

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Kevin Russell, Accredited Partner

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If you dont select the invoice, the credit wont show. This is a feature of the software
Photo of Kevin Russell

Kevin Russell, Accredited Partner

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If you dont select the invoice, the credit wont show. This is a feature of the software
Does the customer have sub accounts/jobs