Correct an Account Balance

There are 3 different options to correct the account balance for a contact.

Option 1: Payment Was Applied from Inside the Invoice

Payments that were applied on the invoice can be edited to reflect the correct payment that was made at the time of the sale (if payment was made after the invoice was created, we recommend that you post a payment instead of editing the original invoice).

1. Open the contact profile, and click on the Account & Invoices tab.
2. Under the Invoices section, locate the invoice where the payment was applied, and edit the invoice.
3. At the bottom of the invoice, under the Details tab, adjust the incorrect payment amount under the appropriate payment type (Cash/Check or Credit Card).
4. Click  to save and close the invoice.

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Option 2: Payment was applied from the Payment Form

Payments that were not applied in the invoice can be reversed.

1. Open the contact profile, and click on the Account & Invoices tab.
2. Under the Account section, ensure that the Show all transactions checkbox is selected to view all payments.
3. Locate the applicable payment, then click either or from the Account section header click .
4. If the payment is being edited, when finished, click .
5. If the payment is being deleted, click YES to confirm. If a new payment needs to be applied, see Posting Payments.

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Posting a payment will clear an account balance for any contact that has an incorrect balance, whether their account shows they owe or have a credit. This will clear the credit or amount owed, and put their account back to zero.

Option 3: Post an Offsetting Payment

1. Find and select the contact on the contact list.
2. From the toolbar click .
3. Next to the Amount field, click to clear the balance.
4. Click to save and close the form.

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Additional Information:

• Clear Multiple Account Balances
• Posting Payments