Fixing a client balance FAQs

Estimated reading: 3 minutes

Common client accounting issues and the best solutions to fix them.


It is best practice to fix an error in the same daily period as the original transaction for ideal reporting. Transactions made to fix errors are reflected in the daily period reports for date they were performed.

General guidance for correcting invoices and payments.

An outdated credit balance needs to be removed.

A discount was missed on an invoice.

Taxes were applied, but this client should have been tax exempt.

A payment was entered with the wrong amount.

We accidentally issued change given when it should have been left as a credit on the account.

A balance was transferred from or to the wrong account or the wrong amount was transferred.

The client paid their bill but had incurred new finance charges that I want to remove.

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