A customer has made a duplicate payment and wants to leave it as a credit on their account. How do I process this to remove it from the bank transactions?

You can categorize the duplicate payment to your Debtors (Accounts receivable) account right from the Bank transactions page. This records the transaction in your bank register and creates a credit on the customer's profile that you can apply to future invoices.

Here's how to do it:

1. Select the customer's duplicate payment from the Bank transactions page.
2. Assign the customer to the From/To field.
3. Enter Debtors (Accounts receivable) in the Account field.
4. Select Post.

Once posted, the transaction moves to the Posted tab, and the credit will be ready to use.

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