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How to remove an open credit if remittances are duplicated

How to clear an open customer credit caused by a duplicated remittance in Encompass: unapply the payments, add an invoice with a negative received amount, then load, return, and balance the load sheet.

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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:

  1. Unapply all Payments from the duplicated remittance

  2. Create an invoice for the customer
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  3. Enter a negative received amount

  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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