Customer Credit from Overpayment

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lowerysgarage
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Joined: Mon Apr 04, 2016 11:34 am

Customer Credit from Overpayment

Post by lowerysgarage »

Is there a way to pay out a customer credit instead of keeping it as a credit so that it moves into Quickbooks for me to pay out. I've been looking but can't find anything. when I closed the invoice it asked if I wanted to apply the credit to the customer account and I said NO but it did anyway. Now I just want to get rid of the credit and be able to give the money back in Quickbooks. I also tried putting in a negative amount that equaled the credit but then it increased the invoice by that amount. anybody able to offer help?
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liljoe
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Re: Customer Credit from Overpayment

Post by liljoe »

You should be able to open an invoice for the customer and create an invoice with a zero amount then post it with a negative payment (the system will take a negative payment BTW) then post the invoice. The credit will be gone and the refund will show up in the reports.

I am sure there is prob a better way to to do this, but this is how we do it.
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lowerysgarage
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Posts: 3
Joined: Mon Apr 04, 2016 11:34 am

Re: Customer Credit from Overpayment

Post by lowerysgarage »

thanks. I'll give it a shot
lowerysgarage
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Posts: 3
Joined: Mon Apr 04, 2016 11:34 am

Re: Customer Credit from Overpayment

Post by lowerysgarage »

didn't work. it created an invoice for the amount I had entered as a negative payment and wouldn't let me post it. kept trying to get me to make a payment when I clicked pay invoice
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