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

Question asked by Paul Barnes 9 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.

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are