If a line item amount is being refunded to the debtor or written off, it must be edited for the action to be reflected in the debtor's account balance.
Current Version
If the debtors entire credit balance must be written off, first ensure the debtor has one remaining uninvoiced 'Credit Balance Brought Forward' line item and that there are no unpaid invoices. If there are multiple uninvoiced line items, or if the remaining line item is not a 'Credit Balance Brought Forward', produce a new invoice for that debtor and bring the credit forward. If there are unpaid invoices, first apply the credit to those invoices.
To write off or refund a line item, select the line item then select the blue Refund or Write Off Credit Balance button.
Follow the prompts to either write off or refund the amount. The line item will then be edited to reflect this choice.
The Category "Refund" ensures that the line item will not count toward the debtors account balance. See Manage Account Codes.