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matthoop
Mar 2, 2023 4:41 PM UTC
Solved

How do I apply a cheque made out to a customer to the negative balance on their account? For some reason the cheque does not show up in the outstanding transactions.

Original commenter did not share additional details
    matthoopAnswer
    Mar 2, 2023 6:35 PM UTC

    Thank you for the reply.  It seems I've found the answer.  I was posting the refund cheque to the income account rather than using Accounts Receivable.  

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    4 replies

    LollyNino_C
    Mar 2, 2023 6:22 PM UTC

    Thank you for posting here on the Community page, @matthoop. 

     

    I'd like to help you, but I need more information to fully understand your question and provide the best answer or solution. 

     

    Could you please provide us with more details about what is the purpose of the check as payment or refund? Any additional information you can provide to help us choose and give you the best resolution would be greatly appreciated. 

     

    Don't be hesitant to click the Reply button below. I'll be looking forward to your response. Have a wonderful day. 

    matthoopAuthorAnswer
    Mar 2, 2023 6:35 PM UTC

    Thank you for the reply.  It seems I've found the answer.  I was posting the refund cheque to the income account rather than using Accounts Receivable.  

    rvrfrf
    Mar 2, 2023 7:01 PM UTC

    Thanks for following up with the Community, matthoop.
     

    I'm happy to hear you were able to figure out which account to post your refund check to so that it can be applied to the customer's negative balance.
     

    Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome day!

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