Negative AR Balance on an old File __how to get rid of it
Q: We have an old, closed file with a -$10 A/R balance on it that came over in our conversion. Is there a way I can clear this out so it stops showing up on our reports?
A: If you know the invoice number for this file you can go into Adjust Invoice and do a writeup for $10.00. If you don't know the invoice number you can use the Billings Journal for the file or the contact to find the invoice number. And then you can proceed with the writeup.
Adjust Invoice: Billings Icon -> Adjust Invoice tab
Billings Journal: Reports Icon -> Receivables -> Receivables tab.
Click on the chevron / checkmark type icon. Choose Billings Journal in the "View" box on the Options screen.
Put in the contact or file number to find the invoices.
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