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NSC | How to Use A Journal Entry to Update Customer Balance
Scenario:
The user tried to remove a customer balance $20 using a manually created journal. However, upon saving the Journal, the balance remains unchanged.
Solution:
When using a manual journal entry to offset a customer balance, the system requires a reference to the customer in order to apply the amount correctly. If the Name field column in the journal line is left blank or does not reference the appropriate customer, the system cannot associate the transaction with the customer record, and therefore the balance will remain.
To ensure that the journal entry properly offsets the customer balance, verify that the Customer's name is entered in the Name field column
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