Question asked by Sarah tysall 10 years ago
Hi
I am trying to allocate credit notes that are already posted onto clearbooks to invoices already on clearbooks but I am struggling. Can anyone help me please?
Thanks Sarah
Hi Sarah
This is how I would do it:
Locate the invoice in question and click through into it Scroll to the bottom where you should find 'available credit notes available for....' *Click Apply
Best answerGood god I hate the formatting in here sometimes!!
Just so it looks nice:
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?
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