Open Net/Gross Amount Balance - A/R Invoice

Question

Hello experts,
First time caller, long time listener here.
Simplified Scenario:
We have a Sales Order for $1500 on which the Customer paid a 100% down payment of $1500. We processed this payment (made via Check) using Payment Means directly on the Sales Order. We then deposited the Check.
Prior to shipping the order, the Customer requested a change to the order. We then Cancelled the original Sales Order and created a new Sales Order. The new Sales Order totaled only $1300.
After Delivering the new order, we created an A/R Invoice for the $1300 order. We clicked the ... button to open the Down Payments to Draw window and changed the Net Amount To Draw to $1300 (instead of the $1500 they paid).
After Adding the A/R Invoice, we can go back into the Down Payments to Draw window on that A/R Invoice and see an Open Net Amount and Open Gross Amount of $200 for that original Down Payment Invoice. However, this $200 does not show on the Customer's Account Balance, it does not show up on the Customer's Internal Reconciliation for use against other Invoices, and it does not show up as a credit in the Customer's Outgoing Payments screen - so we can't send them a check for it.
My questions are 1) How can we associate this $200 credit to the Customer so we can use it to reconcile other invoices or use it to send them a refund?; and 2) Is this method of changing Net Amount To Draw the best way of handling this type of scenario?

Answer 1

Well I was able to figure it out with help from my VAR. The solution was to create another A/R Invoice to the same Customer. Within that Invoice, I selected the same Down Payment Invoice from before, resulting in a negative balance for the new A/R Invoice. After adding the new A/R Invoice the over-payment credit shows on the Customer's Account Balance allowing me to reconcile against other invoices or send them a refund.