Customers with Credit on Accounts Report
Customers with Credit on Accounts Report
I am new to the financial department. I pulled the report "Customers with Credit on Accounts". In reviewing these, some of the accounts showing credits should not be there as they do not have a credit. Some of these are showing for year 2015, a couple are from an earlier year. How do you close these out? Is there also a certain process since these are not in the fiscal year 2016? The next question is, if the credit is accurate, how do you fix this so that it shows up on that particular customer, the next time they do business with us. Thank you
- ricmorin
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Re: Customers with Credit on Accounts Report
The easiest way to clear an erroneous credit is with Update Customer Status. This is found on the Customer tab in the upper right hand corner. Click on it and make your corrections.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders