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ChantalMay
June 15, 2021
Question

Clearing customer balance

  • June 15, 2021
  • 1 reply
  • 0 views

I have a customer that I have given a credit to and so there is an amount on their account that we owe to them.  I wrote a cheque to the customer however that did not clear the open balance on their customer page.  How do I make this balance $0.

1 reply

C
Catherine_B
June 15, 2021

I can show you how to link the customer's credit and refund, ChantalMay.

 

We'll need to link the credit and customer's refund check to reduce the customer's balance and offsets their open credit. Let's open the check and make sure to choose the correct bank account under the Payment account drop-down and the category is Accounts Receiveable (A/R). After checking, you can use these steps on how to link the check and credit: 

 

  1. Choose the + New button.
  2. Click the Receive payment option.
  3. Select the same customer you used for the check when recording the refund.
  4. Fill out the other fields.
  5. Under the Outstanding Transaction section, choose the checkbox for the Expense or Check you created.
  6. In the Credits section, choose Overpayment you want to link with the refund.
  7. Make sure the payment is equal to the open balance, then select Save and close. 

You can review your customer balance again to see if it zeroed out. You can also use this link for mo additional info on how to void or refund payments you process through QuickBooks Online.

 

Just let me know if you have other questions. I'm just around the corner to help you. Take care!

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