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Susan607
February 29, 2024
Question

Existing credits on receive payment window

  • February 29, 2024
  • 1 reply
  • 0 views

Where can I find a list of where these Existing Credits are coming from?  I don't have overpayments for this customer and there are no credit memos for them.  I don't know why they are showing up. 

 

I'm signed in but can't attach a screenshot nor insert an image within this message.

 

 

1 reply

S
ShyMae
February 29, 2024

Hello there, Susan. I'm here to ensure you can view all existing credits and where they come from.

 

You can pull up the Customer Balance Detail report to view all transactions, including all the associated credits and overpayments.

 

  1. Go to Reports and select Report Center.
  2. Choose Customers and Receivables, then select Customer Balance Detail.

 

You can also check the transactions tied to the customer's profile. 

 

Furthermore, you can customize the report to get the details you need. You can save the current settings by memorizing them. It will help you retrieve them quickly in the future.

 

Moreover, you can email your customers sales forms, invoices, and statements for future reference. You can send them individually or as a batch or save them for later.

 

I'm always around to help whenever you require further help on how to get a view of the list of existing credits. Enter your queries by clicking the reply button below. 

I
IntuitBrooks
February 29, 2024

I've had them on General Journals listed to payees.  Accountants like to do that at year end but then they are kind of stuck there from a payments history perspective.

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