Question asked by Diane Banister 11 years ago
I have applied a credit note to a invoice, but mistakenly credit the whole invoice rather than the amount on the credit note. The invoice has not been voided. How do I re-instate the invoice and then apply the credit note for the correct amount.
Hello Diane,
The invoice will only be re-instated if you remove the payment allocation for the credit note which was applied to the full amount.
After that you will need to create a credit note for the amount you need which is not the full amount. This will allow you to allocate the credit note to that customer on any invoices.
Go back to the original invoice and scroll to the bottom where you will see that credit note.
Let us know if you need any further help.
Regards,
Vanish
Many thanks very useful. I have re-instated the invoice. Can you explain how I attach a credit note for a different amount than the invoice and show the reduction i.e. if the invoice is for £2,000 and the credit for only £500.
Hello Diane,
The guide as mentioned above will show you how to do it.
So create a credit note for £500 on Sales > Invoices > Credit notes > Create credit note.
Once you do this, go back to the £2000 invoice Diane and at the very bottom, you will see the screens as per that guide. Just allocate the credit note at the very bottom to the invoice.
Regards,
Vanish.
Accounting 
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