Customer Card Balance
My customer "Cash Sales - Coffs" shows an amount owing of $2,051. 55 on their card. However, when we hit the drop down listing, only an aged invoice is showing. Can't figure where the difference ($...
Forum Discussion
Hi MIorganics16,
I regret the delay in our response and appreciate your patience. Thank you for sharing your concern in the forum. I understand that you're having trouble locating the transaction that resulted in this balance.
From my perspective, the most effective way to locate this transaction is by utilizing the 'Find transaction' window. Here, you can filter the transaction by customer, date, and amount due. The method to filter the transaction will vary depending on the product you're using. For more detailed information in the 'Find transactions' window, I suggest referring to this article: Finding a Transaction.
Please feel free to reach out if you need any further assistance.
If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.
Thanks,
Genreve
