Resolving a Credited Balance

Customers balances will show as being in credit if the customer's total paid amount equals more than their total invoiced amount. If this occurs unexpectedly, this has generally been triggered by one of the below:

Squeegee Team
16 steps
2 minutes

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Duplicate Payment

A customer may be in credit if a payment has been recorded twice in error.

To resolve this, start by clicking into the customer finance tab.

Then click into one of the payment records > top right three dots > 'Void Transaction'.

You will then see an confirmation popup to check you want to void the payment and a success message to follow.

This is how the finance tab will present once resolved:

Incorrect Payment Amount

Another reason a customer may be in credit would be if a payment was recorded, but the payment amount was more than the invoice amount.

In this case, if the payment was correct, and the customer overpaid, you can either leave this to be deducted from the next invoice, or you can record this as a tip/over payment (to see how to do this please take a look at this tutorial: <https://scribehow.com/viewer/Recording_Credit_Notes_Write_Offs_Tips_and_Refunds__gs7M2lX4SHejaePmOo6ywA>)

Alternatively, if this was recorded by mistake, you'll need to click into the payment > top right three dots > 'Void Transaction' (as in steps 3 and 4).

You can then record the payment as the correct amount, by clicking the pink three dots > payment > enter the correct amount > select the payment type > record.

Missing Invoice

A customer may show credit if they are missing an invoice.

A payment will need a matching invoice to prevent credit from appearing.

In this case, you use the pink three dots to 'Create Invoice' (this will then prompt you to add any uninvoiced jobs for this customer).

After creating the invoice, the balance should be resolved. You may want to consider enabling 'Automatic Invoice Creation' (you can find further guidance on this here: <https://scribehow.com/viewer/Invoicing_on_Squeegee__2In5eXZUQs253tw4mHsTNA>)

Cancelled Invoice

If there was an invoice, but it has since been cancelled, it may look as the below and put the customer in credit.

To resolve this, simply click into the invoice record > top right three dots > 'Restore Cancelled Invoice'.

You will then need to confirm the popup to restore the invoice.