Customer Credit Balance

[hwilson_]

My CSR took a check/ACH payment on an invoice that had already been paid. Now my customer is showing a credit that does not really exist. It was batched over to QuickBooks before I caught it and now I can't get rid of the credit in Service Titan. Any ideas on how to remove it?

[hwilson_]

I had to add an adjustment invoice for the credit amount and then apply the credit payment to the invoice and it balance it out.

[baraica]

Hi @hwilson_ have you already added an adjustment invoice with a negative payment? This should fix the incorrect credit showing up. 

[hwilson_]

I will give that a try. Thank you 🙂