Error credited
One of my customers is showing a credit, but this has to be an error. I looked at all invoices and I don’t see where she has ever over paid. Please help as she owes us $900
Hi Sylvia123 thank you for this question! It sounds like there might be a step missing by recording payments. Payments can be recorded from the billing history box. Click New > Collect Payment to enter the details of a payment you've received for this client.
Click Save once you've entered all the payment details. Once a payment has been saved, it will be applied to the client's account balance. To apply this payment to an outstanding invoice, click the payment from the billing history box to edit it. There will be a dropdown for Applied to where you can apply this payment to an invoice.
Note: This is a record of a payment that you've already received. Cards cannot be charged from the billing history box.
Our Success Team would be happy to help you out with this, please reach out to 1-888-721-1115 option 1 or support@getjobber.com
