Removing a credit

Anthony Mair's Avatar

Anthony Mair

14 Jun, 2016 07:55 PM

I just received a payment for $4000 for an invoice, went to payments and marked paid in full. But now for some reason it is stating that the company has a credit when it does not. How can i fix this?

  1. Support Staff 1 Posted by Seth B on 14 Jun, 2016 09:12 PM

    Seth B's Avatar

    Hi Anthony,

    Marking “paid in full” just creates a payment for that company and applies it to the invoice. A credit is simply a payment that’s not been applied to an invoice. You can manage all of that from the Income > Payments tab.

    - Seth

  2. 2 Posted by Anthony Mair on 14 Jun, 2016 09:35 PM

    Anthony Mair's Avatar

    I understand that and dont usually have a problem. But for some reason by paying this 4000 dollar invoice in full its applying a credit to their account and i have other invoices outstanding with them so now its asking if i want to apply the credit when there is no credit

    ________________________________

  3. Support Staff 3 Posted by Seth B on 14 Jun, 2016 10:47 PM

    Seth B's Avatar

    I logged into your account to check things out.

    What you’ve done is applied that $4,000 to a “deposit invoice”, which is a special kind of invoice designed to accept pre-payment. The intended workflow is that you issue a deposit invoice, receive payment, apply it to that deposit invoice (marking it closed). You then go do the work, issue a regular invoice, then apply that credit to a new, “real invoice” - which gets rid of the outstanding credit.

    The entire workflow is described in more detail here:

    http://help.cashboardapp.com/kb/accepting-payments/working-with-deposits <http://help.cashboardapp.com/kb/accepting-payments/working-with-deposits>

    Please read and let me know if that makes sense.

    - Seth

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