What to do with Credit Balances on Final Bills

What to do with Credit Balances on Final Bills

When a customer moves away they may end up with a credit balance due to a deposit refund or other credits that were added to the account. The following instructions will help you to clean these up in order to keep your financials in proper form.

1. Find all the credit balance Final Status customers by going to Reports-Customer Status. Select the status Final in the report criteria. Press print
2. With this list you can identify any final status with their balances.
3. Once you have identified these customers you will then go to Financials-Misc Transactions.
4. Pull up the desired customer
5. This is a Debit transaction and the code is Refund by Check.
6. Enter in the amount that is to be refunded in the amount box
7. Enter in check number in the note field.
8. Press apply
9. Print report for your records
10. Post

Now that the customers are at a Zero balance they will only appear in billing one more time to show the counter transaction. In the future you can run the Archive customers to finish removing the final bill customers.

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