Overpayment / Credit Issued / How do you remove the credit?

Go to customers/credit memos - refunds. Follow the instructions for issuing refunds. Basically what happens is the check you write is charged to the customer's account which in turn can be paid with the credit and the balance zeros out.

Grunchley wrote:

I did that. Went to Customers > Create Credit Memos/Refunds > Check Refund. Wrote a refund check. It shows the refund check on the account ledger, but when I go to the customer detail it still shows a $60.30 credit.

Maybe I'm just not understanding the small details. How can I clear the credit?

: > A customer recently overpaid on an invoice. I went to Customers > Receive : > Payments and input the payment. The invoice was marked as paid in full, : > however a credit for the remaining payment amount was issued. : >

: > We wrote a check to the customer to reimburse them for the overpayment. : >

: > In my check register, I have the full amount we deposited, plus the check we : > wrote. In the customer detail it shows the credit of $60.30. I'm not quite : > sure how to clear out the credit to show in Quickbooks what happened. : >

: > Any suggestions? : >

: > Thank you! : >

: >

Thank you so much!

: > Maybe I'm just not understanding the small details. How can I clear the : > credit? : >

: > : > A customer recently overpaid on an invoice. I went to Customers >

: > Receive : > : > Payments and input the payment. The invoice was marked as paid in full, : > : > however a credit for the remaining payment amount was issued. : > : >

: > : > We wrote a check to the customer to reimburse them for the overpayment. : > : >

: > : > In my check register, I have the full amount we deposited, plus the : > check we : > : > wrote. In the customer detail it shows the credit of $60.30. I'm not : > quite : > : > sure how to clear out the credit to show in Quickbooks what happened. : > : >

: > : > Any suggestions? : > : >

: > : > Thank you! : > : >

: > : >

: >

: >

It would have been easier to have put the the customer name in the Name column when issuing the cheque (as well as issuing the cheque to the customer name) and simply go into receive payments and clear out the overpayment and the cheque issue.

Stephanie