Hi, I feel like this is an easy one but I just can't get it...
We create a sale and add a payment from customer as a deposit payment.
Customer cancels sale, we refund the deposit.
The sale still exists as there is a payment applied to it.
The bank feed now has a negative amount as we have returned the deposit.
How do I get this to all balance?
Thank you
Hi SBC1
I get that you need some clarification on reversing invoices with deposits. Typically, if an invoice is canceled, you'll need to reverse it, which will create a credit note if you have a deposit. You can find this in the "Returns and Credit" tab of the sales register and either refund it or apply it to another sale. For more details, check out this article on 'Reversing a Transaction.'
If you have any other questions, feel free to reach out.
Thanks,
Genreve
