Correct a Credit on an Account
When a credit is applied to the wrong account or the wrong invoice, follow these steps to correct it:
From the Billing tab, find the Invoice section, and select the invoice that contains the credit on account/refund. Find the Payments Towards this Invoice section.
Click on the ellipses to the right of the account credit and select Void Payment.
DO NOT VOID THE THE ORIGINAL PAYMENT TYPE.
THE AMOUNT SHOULD BE A NEGATIVE NUMBER. VOIDING A POSITIVE NUMBER WILL PLACE A CREDIT ON THE ACCOUNT.
Select OK in the authorization pop-up window.
THIS PROCESS WILL NOT REMOVE THE CREDITED TAG FROM THE LINE ITEM. IT WILL ONLY REMOVE THE ACCOUNT CREDIT. IT IS NOT POSSIBLE TO RETURN THAT LINE ITEM ON THIS INVOICE AGAIN.
To credit the account for the appropriate line item, proceed with Credit an Account without Return/Refund.
