To get rid of the Credit in AR
Logos – Correcting customer file for an overpayment in A/R that was refunded in A/P
- Situation: customer was overpaid on something. They deposited the payment in A/R, then they refunded the overpayment part with a check in A/P. Their customer’s file still shows the overpayment in A/R. How do they get their customer A/R info correct to show the refund?
- highlight the invoice that is overpaid and the refund button should be available.
- It will create an invoice that can be deleted since it was already paid.
- There will not be a JE created. This will only correct the customer payment file.