This may have happened, for example, if you created a credit note to make corrections on an invoice and transferred a credit to the client's prepayments, but then used another payment method when finalising the credit note process. To remove the extra prepayment from the client's account:

1. Go to the Billing tab on the client's page.
2. Under Prepayments, select the i button on the prepayment row.
3. Select Refund.
4. Select a payment type, for example, the same payment type as in the original invoice.
5. Add a description to explain that this was an accidental credit transfer.
6. Check the sum and date, and select Save.

See Also

Adding and Using Client Prepayments

Updated 01 September 2023 08:04