Customer account balance less than outstanding on account sales

Problem

The customer's account balance in the customer's tab is less than the outstanding on account sales in the sales ledger.

Setup

  • Vend for Mac or PC

Cause

This is caused by an overpayment on one of the previous on account sales.

Solution

The sale will show up as Account Sale (instead of Account sale, paid). Removing the excess payment on the sale and issuing the customer a store credit for that amount will resolve the issue. The customer can then use the store credit toward their next sale.

Additional Information

How to remove a payment from an On-Account sale
Manually Issuing Store Credits in Vend

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