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Getting a customer's balance to zero (Part 2 of 3)
Getting a customer's balance to zero (Part 2 of 3)

Activating an inactive account

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

In this scenario the customer goes from inactivate to active, but the account shows unapplied payments and has a balance. 

Key Points

  • Restore Invoices deleted when the account became Inactive

You collect payments when the customer is active.
You delete the associated invoices when the customer becomes inactive.

This creates a credit balance because invoices are needed to balance the account. 

To resolve this:

  1. Click Sales 

  2. Click Invoices

  3. Click Archived

  4. Enter the customer name

  5. Click Filter

  6. Click Actions on the right side of the deleted invoice

  7. Click Restore

  8. Repeat until all invoices are restored and the account will accurately balance

Also see:

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