I had a list of 538 customers that showed a balance owed.... 3/4 of them
had payments that were not applied from our old system, but were sitting
as credits on the account, some invoice dollar amounts don't match the
originals in our old system, and ...
Miranda, do you have the proper work flow for processing a refund? I
can't export things properly into QB from ST because I am very clearly
missing a piece. Any insight would be fantastic!!!
We have had the same issue here, and ironically, we started ST in May of
2023 as well. I have spent the last 3 months reconciling our account,
compared to the CSM we used previously and it is a mess. Showing over
500 customers with outstanding balanc...
