To Get Rid of A Credit Using Order Entry

 

1.   Make an order for the customer.  Make it have no balance due – the order total equals zero. 

2.   Put an X item in the order saying what the order is for, e.g. this order reflects a payment to this customer to use up their credit balance from …  This X item should not add any amount to the already zero order total.

3.    Enter a negative payment for the amount you want to pay them.  A negative payment is equivalent to saying that you are paying them instead of the normal positive payment which is them paying you.

4.   Finalize/post the invoice.

5.   Use AR to apply the prior existing credit to the invoice created above.

 

All done.