applying credit notes

Problem reported by Leanne Donna Ross 10 years ago

We deal mainly via ebay and paypal so generate a number of credit notes There are a number of customers set up however when we try to apply credit notes against invoices, most accounts allow the allocation of invoice and credit notes but one doe s not Is there a problem with the way this account has been set up do we need to change one of the settings to allow credits to be applied/ allocated?

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Hello Leanne,

The allocation of a credit note will be done on the invoice which is still due for a particular customer.

It will be similar to this guide. https://www.clearbooks.co.uk/support/guides/invoicing/credit-notes-2/create-and-apply-a-credit-note-against-a-customer-invoice/

You will not need to change any settings but you will need to ensure that the credit note customer and the invoice customer are the same otherwise there will be no allocation option.

Vanish

10 years ago

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