The following steps show how to create a customer credit from an existing deposit, and how to apply this credit to an open invoice. As this may change how accounts are affected, you should check with your accountant before following these steps, particularly if the payment was originally deposited in a closed period.

  1. Edit the deposit to create a credit to the customer.
    1. Open the original deposit.
    2. In the Received From column, enter the customer name used on the original invoice.
    3. Click OK on the Warning message: "The customer has outstanding invoices. To apply this payment to those invoices, use the Receive Payments window before you deposit the payments."
    4. In the From Account column, replace the income or other type of account with the Accounts Receivable account used on the original invoice.
    5. Select Save & Close.
      User-added image
  2. Apply the credit to the original invoice.
    1. From the Customers menu, select Receive Payment.
    2. In the Customer Payment window, select the customer name used on the original invoice.
    3. Choose the invoice to which you wish to apply the credit.
    4. Select Discounts and Credits then place a check mark beside the credit amount you want to apply.
    5. Select Done.
    6. Choose Save & Close.
      User-added image