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EthanDale
November 11, 2024
Question

How can I clear out customers with a credit on accounts receivable?

  • November 11, 2024
  • 1 reply
  • 0 views

We have a customer who overpaid for something about 2 years ago. They have a credit on their account that we are allowing them to use towards a future project, but it is constantly showing up on our A/R Aging Summary. How can I clear that off of there but maintain the credit?

1 reply

BigRedConsulting
BigRedConsulting
November 11, 2024

There really isn't a good way, given that the customer has a balance.

 

You could send the report to Excel and then delete that customer from it.

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