Steps:
1) Create a payment type NSF or Returned Check.
2) Create a task for Bank Charge.
The process I'm about to describe was completed on an exported payment that was applied against 2 separate invoices that were also exported. It was a returned check that was later paid by credit card. It was all done with a single adjustment invoice to only one of the jobs. I made a loom video of this for our CSR.
3) From the exported invoice create an adjustment invoice.
4) From the adjustment invoice click "add a payment".
5) Select your "NSF" or "Returned Check" payment, fill out description and enter payment for the amount of the returned check in a negative amount (-2436.45) Save.
6) Click add a task and select your bank charge ($25) Save.
6a) Note that the customer has a balance = to the returned check + the bank fee on both the customer profile and the original exported invoice. (If this is not true then you may have forgotten to "Save") If the customer does not have a balance you cannot apply a payment.
In this case our CSR collected the new amount (Returned check + bank charge) and it was automatically applied to the customer profile as a credit because I had not done the adjustment invoice and there was nothing to apply it to yet. If you had completed the adjustment invoice prior to taking the new payment you could just apply the payment to the adjustment invoice and skip the apply credit portion.
7) From the original exported invoice click "collect apply payment"
8). Click on Credits > Available Credit. > Check the credit.
9) Check apply to invoice, the only available option will be the adjustment invoice.
Done! Customer balance = $0 Customer Credits = $0
Batch it over to QB.
https://www.loom.com/share/78a3f7d3958a41a983506ee3076c9982?sid=64dd4ba2-f6e9-4327-a651-148c20e280d2
