How can i clear the balance on a clients account?
I.e Client is due £100 refund which is reimbursed via bank. I tag the bank statement as refund but clients account is still showing £100 credit / Hope this is understandable
Hello @oneillms
- View the clients account
- Click on the prepayment balance
- click on the outstanding prepayment
- Refund balance
- If you already have a bank transaction delete the duplicate untagged entry
Super just wanted to double check Thanks for your help
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