Customer Credit

[Tara]

Peachtree vr. 9/2002 Windows 98se

How do you apply a partial use of a credit balance for a customer. In receipts we checked the pay box for the invoice that we want to apply the credit to, and then we checked the pay box for the credit and entered a negative amount for the same amount the invoice is, so we get a zero balance in the receipts. Now, when we printed the statement for this customer, it has taken the amount out of the credit twice. I am completely stumped.

Thanks in Advance.

Tara

[Deborah Bean]

You appear to be doing this correctly. I thought maybe you were entering the amount of the credit wrong, but if the total amount of the receipt is zero, it should be correct. You might want to Preview a Customer Ledger and then double-click on both the credits. Verify that they are the correct transactions.

Did you have part of the credit left over after applying part of it to the invoice? I have a though here, but would need to see the transactions to follow up better, unless you can provide more info.

[Tara]

Thank you for your response but we figured it out. The secretary entered the original credit in wrong. She didn't see one of the invoices so she thought that it was already paid for when it wasn't.