Credit Note from pre-Clearbooks and VAT Returns
Question asked by Ian Akers 8 years ago
I'm sure this is utterly a fringe case, but suspect it will cause a headache, and in part relates to not being able to manually adjust VAT Returns...
So, I'm hoping you can help?
In August 2012 I issued a Credit Note to a customer. There was an accounting issue which meant it got forgotten about and was only factored into a VAT Return in Aug 2014. I didn't start using Clearbooks until after the Credit was issued and I didn't back-date all invoices and transactions when I first setup my Clearbooks account... which means Clearbooks has no record of the Credit Note.
I've had a few challenges with VAT Returns within Clear Books which I think are now at a happy conclusion. BUT - for one of my 2014 VAT Returns, I need it to include a Credit Note from 2012. How can I manually adjust the Return value to include this? I'm assuming I don't create a new Credit Note in Clearbooks as that will affect all the Invoice and account values!?