You may need to credit a customer. Here’s a guide below:

• Youll first want to navigate to Accounting> A/R> Credit Memo List.
• On this screen, click Create, where you will then be prompted to select the customer. Click Create, again
• Navigate to the line and enter the total credit amount in the Resale field and enter the Customer PO (if applicable). Click Update
• You have the option to change which account it will be debited to from the default.
• Now that the credit memo has been created, lets apply the memo to a payment from the customer.
• From the credit memo, click the link to the customer.
• On the left-hand menu of the customer record, click Take Payment.
• Enter the payment method, value, and reference number.
• Scroll down and include the respective invoice(s) and credit memo by clicking the Include checkbox for both.
• Note that the Applied Value is now the sum of the invoice total plus the amount of the credit memo.
• Click Update to confirm then click Payment Complete.