Credit notes don't appear in the list of unpaid items
Idea suggested by Ros Northmore 5 years ago
It is very unhelpful that unallocated credit notes do not appear in the list of unpaid items, particularly for purchases. Because of the cackhanded way that you have to go into an invoice to apply credit notes I think that its important that they DO appear in the list.
I have several clients who have 'proper' supplier accounts with many invoices every month and need to be able to easily check the unpaid balance on Clear Books against statements.
I am now suggesting that they avoid credit notes and create a minus invoice instead, which is given a PRF reference (for purchase refund). These do appear in the unpaid list and also appear in the invoice list in the bank explain screen for easier allocation of payments.