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How to remove an open credit if remittances are duplicated

Distributor steps for removing an open credit in Encompass caused by a duplicated remittance: unapply payments, then add an invoice with a negative received amount. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • Duplicated remittances are received for the same customer

Steps

How to remove the open credit if remittances were duplicated:
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  1. Unapply all Payments from the duplicated remittance
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  2. Create an invoice for the customer
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  3. Enter a negative received amount
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  4. Click Save Changes
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  5. Load, Return, and Balance the load sheet

Following these steps will remove the duplicated Remittance Payments.

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