ganewbie Posted December 8, 2016 Share Posted December 8, 2016 Hello, I have added a transaction manually to the wrong client by mistake. Accordingly his invoice has been marked paid. What are the proper actions to be taken to correct this matter? Cheers, 0 Quote Link to comment Share on other sites More sharing options...
bear Posted December 8, 2016 Share Posted December 8, 2016 Remove the transaction and apply it to the correct user. If we make a mistake like this (rare, but it can happen), we leave the invoice as is and let that customer know they got it free because of some error, rather than to mark it unpaid after they got a notice it was paid. They know we're human, but we own up and let them keep the "gift". Fosters good will. If you prefer, mark the invoice unpaid, remove the "credit" from that account, and explain. In either case, keep good notes so you can figure out what happened later. 0 Quote Link to comment Share on other sites More sharing options...
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