V3 Open Invoice With No Account Balance

You may run into a situation where an Invoice shows as "Open" but the Account Balance shows as $0.00:

mceclip0_-_2020-11-16T133426.107.png

Usually, this is the result of a Payment not being allocated to an Invoice. On the Account, these transactions would be highlighted in red:

mceclip0_-_2020-11-16T133440.473.png

To mark the Invoice as paid, open the Payment and allocate as needed:

mceclip1_-_2020-11-16T133455.814.png

When you click Save Payment, the page will reload and the Payment overlay will disappear. If you are on the Client Account, the red circle will disappear from the Payment and Invoice. 

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?