Posted Fri, 07 Dec 2018 13:11:25 GMT by Beth Laganelli

Can anyone tell me what to do if we processed an invoice and partially paid it, but now the remaining amount is no longer due?  I am trying to figure out how to clear the remaining balance out of A/P. 

 

Thank you in advance for your help!

Posted Fri, 07 Dec 2018 13:27:22 GMT by Michael Cheesman

Hello Beth,

The best way to handle this would be to use the following process:

1. Create a Credit Memo (negative invoice) for the same amount as the un-paid portion of the invoice (Please ensure that at minimum the transaction is dated today or earlier).

2. Go to Check Writer and complete a Check on Demand selecting the outstanding invoice and the credit memo, the system will issue a zero dollar check that you can then discard. 

If you have any trouble completing the process above, please feel free to open a case with out support team and we will help by walking you through the process. 

 

Mike Cheesman

M3 Support Manager

Posted Fri, 07 Dec 2018 13:27:59 GMT by Michael Cheesman

Hello Beth,

The best way to handle this would be to use the following process:

1. Create a Credit Memo (negative invoice) for the same amount as the un-paid portion of the invoice (Please ensure that at minimum the transaction is dated today or earlier).

2. Go to Check Writer and complete a Check on Demand selecting the outstanding invoice and the credit memo, the system will issue a zero dollar check that you can then discard. 

If you have any trouble completing the process above, please feel free to open a case with out support team and we will help by walking you through the process. 

 

Mike Cheesman

M3 Support Manager

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