Can I create a credit note and then allocate it straight away to an invoice?

Question asked by Paul Barnes 5 years ago

If I have to issue a credit note, it looks to me like I can only get everything in the system by doing multiple steps:

Create Credit Note

Then find the invoice that it relates to, then open it and allocate the credit against it.

When I am creating a credit note, I know the details (invoice number etc) that I am allocating against. Is there a way to allocate the credit note to a specific invoice at the time of the credit note creation?

Same for credit notes in Bills.

1 Reply

Honestly, I wish there was. In my mind there should really be an 'apply' but within the credit note itself which in turn presents a list of invoices/bills to allocate it against.

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