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  • Transferring overpayment to different client

    We don't use trust accounts (not law firm). We use separate client nicknames for each individual project. One of our clients has overpaid on one project (or client nickname) and wants to apply that overpayment to an invoice due on another project (client…
  • Credit to a customer

    I have two customer that are paid by one company. There was a credit say a $5.00 to the first company and they discounted that amount from what the second company owed. So the second company owed $200.00 and with the discount they paid $195.00. If I enter…