Toll Free: (800) 996-9777 Local/Intl: (858) 732-3001 Help Desk Submit a Ticket Chat Request Free Trial

Available Credit Not Used to Pay RO--How to fix?

Q. I paid an invoice with cash that had a credit available but forgot to use it. It still shows available on their account. What do I do now?

Answer:

There are two options. The first is to void the payment in the cash drawer to reopen the invoice (to see how to do that watch this video: Void a Repair Order Payment) and close and pay again using credit available.

The second option is to go to the Customer’s record and under Options, choose to refund the credit available from there, using the same method of payment you used in paying the RO.