How to refund outstanding credit customer?

Question

How to refund remaining outstanding credit customer?

ex:
1. Costumer A having credit 1000
2. 500 credit using to pay invoice and remaining credit is 500
3. I make payment costumer payment type : send money, partner type : costumer, amount : 100, partner : costumer A. So it should be remaining credit : 400
4. Then i make new invoice for costumer A, and actually remaining outstanding credit is 500
5. I think remaining outstanding credit should be 400
How to solve this problem?

Thanks....

Rinoy Bala · Accepted Answer

rachmadona if you are paying an amount against an invoice it will automatically reconcile with the invoice amount. But this is not in case of payment (send/Receive money) u need to manually reconcile it. Reconcile( Payment Matching) will be available on every payment screen on top right . Otherwise  u will be having this type of issues.

Jake Robinson · Answer

Did you reconcile the $100 against the remaining $500? If not you will still have both a $500 credit and a $100 debit against the customer, but the $100 debit won't show in the invoice because it can't be used to pay the invoice off, so you will only see the $500 credit.
If you haven't you need to go into the invoice for the $100 and reconcile it.

This question has been flagged

Enjoying the discussion? Don't just read, join in!