Allocating credit notes against invoices

Good god I hate the formatting in here sometimes!!

Just so it looks nice:

1. Locate the invoice in question and click through into it
2. Scroll to the bottom where you should find 'available credit notes available for....'
3. Click Apply

Thank you so much! I've been pulling my hair out for half an hour and now it seems so obvious!

I have another question for you now though.... I have just allocated an invoice in this way (thanks again) but it still shows as being due on the dashboard. How do I clear it from that screen?

Hmmm...it shouldn't but I do believe i've read posts before about the dashboard itself not updating straight away on the odd occasion.

I presume the invoice itself says it's been 'paid' though and it's just the dashboard that isn't reflecting it properly?

Yes that's right. I tried logging out and back in again but the dashboard still shows it. I'll wait a little longer before I pull more of my hair out. Thanks so much for your help I really appreciate it. I don't use clearbooks much (just for one client) so whilst I am a whizz on sage I get a little frustrated at my lack of knowledge on clearbooks.

I'm sure the dashboard thingy will kick in at some point, I wouldn't worry about it too much - definitely not worth losing any hair over.

Oh and I can't believe you just swore (Sage) on a public forum! ;-)

lol, sorry!

Yeh! Dashboard finally updated itself!!

Thanks

It is only Tuesday after all. Wednesday should be fine then it'll start slowly down again in anticipation of the wkd!

Sounds a little like me!

Hi

I have used the above method in the past but the allocation fields at the bottom of the credit note are not appearing?

Any ideas?