Cannot Collect on Invoice with Balance

Problem

You are unable to collect on an invoice that shows a balance due to a negative payment that was placed on an adjustment invoice to show a refund.

Solution

In certain cases, where a negative payment is placed on an adjustment invoice to show a refund, the payment generates a balance on the main invoice. However, a balance generated by a negative payment, is not a balance on which you can collect a new payment. To be able to collect a payment, do the following:

1. Go to the invoice for which payment needs to be collected.

2. Add a placeholder task on the invoice for the total amount needed to be collected.

3. Wait for the invoice balance to update.

4. Click Collect and apply payment.

5. On the Collect and Apply Payments screen, enter the new payment and apply it to the invoice.
   
   Note: The invoice should now have a balance from which you can collect payment.

6. Click Save.

7. When the payment is collected, delete the placeholder task added from step 2.

8. The balance should be back to zero, unless the payment collected is lower than the negative payment that was on the adjustment invoice.