Manager Forum

If you end up with a Credit in the Contact's AR account and you decide you want to pay them by check you can create a GL Adjustment/Journal Entry.

Follow the steps below:

[*] Create a Payable account for the Contact.
[*] Go to General Ledger module on the Home Ribbon
[*] Select New Transaction on the ribbon
[*] Enter the Date ( Recommended to use date of credit)
[*] Click Add Line from the ribbon
[*] Select the Receivable Ledger Account
[*] Tab through to next field to search for the Contact's AR account
[*] Enter a description
[*] Debit the amount of the credit
[*] Add Line from the ribbon
[*] Your off setting entry will be to select the Accounts Payable ledger account
[*] Tab through to next field to search for the Contact's AP account
[*] Enter a description
[*] Credit the amount of the credit ( same amount as you entered in the Debit column)
[*] Post from the ribbon

Now you can go the Contact's Payable account and make a payment to write check.

Note: If you have the option to credit the original invoice it is always recommended to create the credit this way over the GL Adjustment.