invoicing error

If you have found the information on my blog to be useful, please consider donating a few bucks today; click Donate icon button. Thank you!





Question:

I have a customer and their account shows $5000.00 credit but they do not have any credits.  I can’t find a way to remove this.  Payments are applied to several invoices at a time, so it is not just a certain invoice.  There was a payment I think, listed twice.  The spelling of the account was wrong, anyway it was made inactive, and started a new one but carried over.  I really need your help!  Thanks

Answer:

As you have mentioned it’s a mess. In order to fix it, it may take several steps.

I would start with the following steps:

>>> The spelling of the account was wrong; anyway it was made inactive, and started a new one but carried over.<<<

You do not create a new customer name and carried over just because the name of the account spelled it wrong. You will need to merge those two accounts.

To merge two customers or jobs > click the Customer Center.

Click the Customers & Jobs tab.

Double-click the customer or job you don’t want to use. In this case: “the spelling of the account is wrong name customer.”

In the Edit window, change the customer or job name (at the top of the window) to the same name as the entry you’re combining it with.

Click OK.

Click yes to confirm that you want to merge the two names under the same name.

>>> There was a payment I think, listed twice <<<

Somehow recording double payments for the same invoice is no way to go. Void one. If you locate more duplicate payments, you will need to VOID them.

That is a start. And see how big the mess still is.

If you have found the information on my blog to be useful, please consider donating a few bucks today; click Donate icon button. Thank you!