Looking for advise on the best way to get a A/R balance from one customer account to another. We have several customers (different locations). Some payments were put on account by a temp that was helping out under the wrong account. I need to move these to the correct account. Is an adjustment the best way? Thoughts I would get the advise of experts before diving in. Thank you .
An adjustment is the way we would go about processing this issue as well. It should provide the tracking details you need. Others may have a different option.
I’m not sure about E8 but in E9 we can reverse the cash receipt and receive it again while applying it correctly.