How to Clear Credit from a Customer Profile

Problem

You need to remove credit from a customer's profile due to the following scenarios:

• Double charge

• Payment created incorrectly

• Payment collected on the wrong customer

Solution

Follow the steps outlines below to clear credit from a customer profile.

Clear credit from a customer profile

1. Create an adjustment invoice.

2. On the adjustment invoice, add a placeholder task and set the amount to the amount of credit that needs to be removed.

3. Go to the customer profile.

4. On the customer profile screen, click More and select Collect Payment from the dropdown.

5. On the Collect and Apply Payments screen, apply the credit you want to remove to the adjustment invoice you created in step 1.

6. Go back to the adjustment invoice and add a payment with the amount the same as the credit but in negative. For example, if the amount was $25.00, enter -$25.00.

7. On the adjustment invoice, delete the placeholder task you added on step 2.

8. Save the adjustment invoice.

After completing these steps, the credit is removed from the customer's profile.