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HOW DO I REMOVE AN OUTSTANDING BALANCE?

How Do I Remove An Outstanding Balance?

 

An outstanding balance appears when a payment is missing or incomplete. Follow the steps below based on the type of item causing the balance.

Option 1: Client Has Already Paid

If the client has already paid the amount:

  1. Open the client’s profile.

  2. Click on Receive Payment.

  3. Record the payment to clear the outstanding balance.

Option 2: Outstanding Balance From a Package

If the outstanding balance is related to a package, you have two options:

Option A: Issue a Credit Note

  • Issue a credit note for the package.

  • This will offset the outstanding balance while keeping the record in the system.

Option B: Delete the Package

  • If you do not want the amount to appear at all in the Sales Report, you can delete the package.

  • When a package is deleted:

    • The associated invoice is automatically deleted as well.

⚠️ Use this option carefully, as it permanently removes the package and invoice records.

Option 3: Outstanding Balance From a POS Item

If the outstanding balance is caused by a POS item:

  1. Return the item, or delete it.

  2. Add the item again with a 100% discount.

This ensures:

  • The outstanding balance is cleared.

  • Stock levels remain accurate and are not affected incorrectly.