Hi - Thanks so much for your response!
I think I am making some progress with your suggestion, but still not quite fully there yet. Perhaps if I give you the exact details, it will help.
I have a batch deposit of $1,050 that I am trying to match. This consists of two charges: a $1,650 payment from customer A, and a refund of $600 to customer B. When I select find match, the $1,650 payment does not show up in the list of invoices/transactions - I believe this is because it is greater than the $1,050 deposit amount and is getting filtered out (I see it when I look at other larger deposits). Is there a way to make the $1,650 payment appear? (if so, I believe that would resolve the final issue I mention at the end).
I clicked resolve difference and was able to add a $600 refund for customer B (I entered -600) and then also manually entered the $1,650 payment from customer A. This added up to $1,050 and I was able to save it.
The refund appears as an expense in customer B's home page (where I can see all their invoices/payments) - the only issue with this is that it's not linked to a credit memo, so it appears that there's an open balance.
The other issue is that the $1,650 payment that I manually entered for customer A is not linked to the payment I already had for them (back when I created the invoice and clicked "receive payment"). How can I resolve this issue?
Thank you so much!!
