Customer Return - How to bank match transaction
- 11 months ago
Hi WildReign1,
Thank you for getting back to us and providing an update.
My apologies for the late response. When processing an invoice and applying a payment, if there are no open invoices for a particular customer, you won't be able to generate a payment. To resolve this, create an invoice for the customer, enabling you to process their payment through 'Sales' >> 'Take Payment' or other applicable payment entry methods. This action will result in a customer return, allowing you to either refund or apply it to an invoice payment in your Bank Account section, where you can match it with your bank feed transaction. Notably, the invoice used for these payments technically registers as '0.00' income since no revenue is associated with that invoice
Feel free to post again, we're happy to help!
Regards,
Earl