---
title: "How to Resolve Negative Balances on AR Management Invoices"
slug: "how-to-resolve-negative-balances-on-ar-management-invoices"
updated: 2026-03-27T01:42:02Z
published: 2026-03-27T01:42:02Z
---

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> Use this file to discover all available pages before exploring further.

# How to Resolve Negative Balances on AR Management Invoices

## Problem

Negative balances on AR management invoices can occur when there is a payment with a larger amount on the invoice than the total amount. This creates a negative balance that needs to be resolved.

## Solution

**Option 1**

If the negative balance is generated from a payment:

1. [Unapply the payment from the invoice](/v1/docs/unapply-a-payment-credit#unapply-a-payment-credit-from-a-specific-invoice). This moves the payment to the customer profile as available credit.
2. Re-apply the payment from the customer profile screen:
  1. Go to the customer profile.
  2. From the customer profile, click the **More** icon on the top right.
  3. From the dropdown, select **Collect Payment**.
  4. On the *Collect and Apply Payments* screen, select **Credits**.
  5. In the *Credits* section, select the payment.
  6. In the *Apply to Invoice* section, select the invoice.
  7. Click **Save**.
3. The payment fills the remaining balance and the rest of the payment stays on the customer profile as credit.

**Option 2**

If the negative balance is generated from negative tasks on the invoice:

1. Clear the invoice balance by [creating an adjustment invoice](/v1/docs/create-an-adjustment-invoice) and adding a positive task to bring the invoice balance to $0.
2. Create a payment through the customer profile with the amount needed as credit.
3. If the payment type is Credit Card, click the down arrow on the **Charge** option and select **Save without Charging**.
4. The amount stays on the customer profile as available credit.

**Option 3**

If the negative balance is caused by a task on an adjustment invoice:

1. Go to the adjustment invoice causing the issue.
2. Add and apply a payment with a negative payment amount to the adjustment invoice. This clears out the balance on the adjustment invoice.
3. Go to the invoice with an open balance and click **Collect and apply payment**.
4. Add a positive payment for the open balance amount you want to apply.
5. When finished, click **Save**.