Hi All,
First post here.
I previously used Accountright before making the change to Essentials.
While using Accountright, I had a customer that would overpay each invoice. e.g I would send an invoice for $15k, and they would deposit $45k to take care of the next few invoices.
This was easy to track using Accountright, the customers account balance would show up when I went to their card file.
Now that I've made the switch to Essentials, the overpayments from the invoices are coverted to general journal entries, and are not listed against the client.
Essentials has created a new account called 'Accounts Receivable' and it has a negative balance. Is this the overpay total?
Is it possible to matach that balance against the customer so I can once again see how much in credit they are, and future invoices can come off that total?
Thanks for any help