Deleting/Removing A Credit

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goseecal
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Deleting/Removing A Credit

Post by goseecal »

When customer paid, a discount was given; unfortunately, the wrong amount was entered and in trying to correct this error, the customer ended up with a credit balance. How can I fix this?
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Pauls Automotive
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Re: Deleting/Removing A Credit

Post by Pauls Automotive »

Hello and welcome to the Forum. Heres what you do. Go to the customer sreen. In the upper right corner there is a button that says Update Customer. Click it and make whatever adjustment you need to make there.
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goseecal
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Re: Deleting/Removing A Credit

Post by goseecal »

Thank you so much....I was driving myself nuts trying to figure this out!
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steven kiser
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Re: Deleting/Removing A Credit

Post by steven kiser »

thanks from me too.
never argue with a fool, they'll drag you down to their level and beat you with experience
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fortknoxx
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Re: Deleting/Removing A Credit

Post by fortknoxx »

be sure to pw protect this function. i like to have a paper trail of what was done. to my knowledge there is no trail as to where the credit went. if you update the customer. in this situation i would unpost the invoice, make the propper corrections. use the note field to explain what was done and how it was corrected. then post
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Re: Deleting/Removing A Credit

Post by Dieselstink1 »

Thanks from me too!!
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