How to Clear the Balance on an Invoice with Only Tasks

Problem

You have a membership assigned to the wrong Bill To customer, and the invoices for billing were generated on the wrong customer. You now need to clear the invoices with open balances but they only have tasks on them.

Solution

1. Go to the customer with the incorrect membership and invoices.

2. Cancel the membership for that customer.

3. Add adjustment invoices for invoices with open balances.

4. On the adjustment invoices, add a negative task with the same amount as the open balances.

5. Save the adjustment invoices.

6. The invoices should now have clear balances.