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Toggle the “Credit Type” from “Credit” to “Overpayment.
Enter the Credit Date, Reference #, Amount and Reason. Select “Save Credit and Close”.
| Note |
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Reminder: This route will not allow you to push the credit to QuickBooks so you will need to manually create a Credit Memo in QuickBooks and apply the Credit Memo to the invoice. Additionally, this method will not affect the e-manage Sales Tax report so a manual adjustment may need to be considered there as well. |