Incorrect Credit Balance
Hi team, i get this problem every now and then. a payment is applied for the correct amount but for some reason, the Balance Due on the transaction is a credit the transfer from deposits are gre...
Forum Discussion
Hi Manal-Hafza,
Thank you for your post.
In the matter of deleting a credit note, if you create a credit note with incorrect details or in error, it is not possible to delete it. However, you can edit it or mark it as void. Voiding the credit note removes the value, however it remains in your account so you can view it. If necessary. You can check out this Help Article: Customer, returns, credits and refunds have detailed information that you can use as a guide.
Let me know if you need more help with this. I am happy to assist you.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Thanks,
Cel
HI Manal-Hafza,
Thank you so much for your patience on this issue and for sending screenshots, very much appreciated.
To further assist you with this and to investigate the issue, we need to have a copy of the recap on your bills, the transfer from deposit and the payment recap. To do this, for bill, on the command center>>Purchases>> click on purchase register>>click the transaction>>Click Edit (upper left on your screen) CTRL R, >>The recap transaction in purchases appears. Kindly take a screenshot.
Same with the recap from transfer from deposit and with payment recap as well.
Thanks,
Cel
