*Are there misapplied customer credits? - specific
Your Open Invoices report shows some customer credits that have not been applied correctly. This may be a result of...
- ...not checking off the invoice while receiving the payment.
- ...not applying a credit memo to the invoice correctly.
- ...deleting and recreating any A/R transaction.
To correct this...
- ...open the Invoice and select Apply Credits, or
- ...open the Credit Memo and click Use Credit To > Apply to Invoice, or
- ...open the Payment and check off the invoice to pay.
- Ensure that the customer's balance is correct after making the necessary adjustment. Only unpaid invoices should appear on the Open Invoices report.
To access this report, click Reports > Customers & Receivables > Open Invoices.
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