Question asked by Paul Calland 8 years ago
I have received money into the bank for Credits from my supplier. I can enter money in ok but there is no option now to explain it and add it as a refund from Autocrats .
Please advise how I do this?
This is the tab you're looking for Paul.
Best answerAnd where is that tab please it doesn't appear to be in the 'Money In' area which is where I would expect to see it
Once you've typed in the money in details and pressed explain you'll see it.
Ok so you if you mean: Sales - Money In - enter amount etc - this only gives you S/L contacts Purchases - Money Out - only allows you to pay a P/L contact NOT accept a refund from them Money - where the Money in Tab - explain as refund used to be does not give you that option - only the attached headings
Ok so I have found if you go into your bank account you get an option to post money in from a P/L contact however it does NOT as far as I can see then give you the option of allocating that against credit notes sitting on the P/L - please advise further
In CLear Books credit notes can only be used to offset against an open invoice. If it's a cash refund you simply handle it as I've described above without ever creating a credit note.
Thank you for confirming
You must 