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Kermeen's avatar
Kermeen
Cover User
3 years ago

Credit in Balance Forward on Statement

Hi There

 

I have a credit balance brought forward for a customer on their statement.  I have reconciled their account and cannot find the credit anywhere.  This outstanding amount only appears when I issue monthly statements and does not appear on any outstanding receivables reports.  When I select the customer in cards list there shows the outstanding amount when I click on the amount outstanding nothing appears to be outstanding.

Can you please help to remove this from my statements list and the outstanding amount from this customer please.

1 Reply

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  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi Kermeen 


    It's likely that we may need to get the company file sent in for an investigation and possible review. However, if you can provide the following screenshots we can help identify if that is the case and arrange for it to come in (if necessary):

     

    • The Sales>>Sales Register>>Retuns & Credits window for that customer
    • The Aged Receivables - Outstanding invoice analysis window for that customer - Card File>>Cards Lists>>Select the customer>>Select the arrow next to Balance.

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