Remove Credits From Clients Account

[jobplease]

hi there,

 

somehow credits have appeared on the clients account. What is the best way to delete this off the account without effecting the other invoices thanks.

[Paul]

Yes, as Mike mentioned.. Or, you can create an invoice to consume the credit.

 

In Blesta, credits are unapplied amounts from transactions. You should be able to find one or more transactions that do not have some amounts applied to invoices. You can void these transactions, or create an invoice to use them.

[Michael]

Just remove the transaction for in house credit. It could be someone downgraded or if you import from another system.

[jobplease]

You folk make it look easy. Thanks for the info.

[jobplease]

Is there a way to remove this in php myadmin ? I want to try and leave a reasonable accounting setup for my clients.

[Michael]

Is there a way to remove this in php myadmin ? I want to try and leave a reasonable accounting setup for my clients.

 

I don't know of a way to do it but it's bound to be but it's not recommended to do that as it's against the law in most countries, transactions must be kept on record, wether void'ed or active.

[Paul]

Is there a way to remove this in php myadmin ? I want to try and leave a reasonable accounting setup for my clients.

 

You would need to void the transactions that are responsible for the credit, and then, if necessary, re-record the transactions so that they are for the correct amount. If you imported from the other system, Blesta may have created a lot of transactions in an effort to balance things out and maintain the credits that you had in the other system (which are not properly accounted for).

 

Voiding some transactions (uncheck use gateway), and  re-recording for different amounts is the easiest way to adjust the credit if you do not want to create an invoice for that.