I wrote off a small balance using a zero invoice with discount and just need to allocate the balances against each other to clear the client account and stop it from appearing on my aged debt report – how would I do this?

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I wrote off a small balance using a zero invoice with discount and just need to allocate the balances against each other to clear the client account and stop it from appearing on my aged debt report – how would I do this?

  1. jeannpur May 9, 2016
    Thanks :)

1 answer

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Peter Connor ⋅ Staff May 9, 2016
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If you have an outstanding balance from an unpaid invoice, just click on that invoice and on the right hand side you’ll see “Credit Note”, just click that and follow the workflows. That will balance it out for you. 

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