apply an adjustment note credit to a different customer
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Jo Bohm_8618469
Member Posts: 2 ✭
How do I apply an adjustment note credit to a different customer?
We had to make a new customer card and need to apply a credit for an old customer to the new card.
We had to make a new customer card and need to apply a credit for an old customer to the new card.
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Hello Jo
In the adjustment note click on History to see if has been allocated to any invoices.
If the adjustment note is for the total amount and has not been applied to any invoices for the existing customer, then just change the customer name on the adjustment note.
If the adjustment note has been partially applied to an existing invoice and just a balance needs to be transferred, you will need to do in two transactions. Raise and invoice to the existing customer for the amount of the credit. Use a sales item, no tax code, put in description transfer credit to client XXX.
Apply that invoice to the credit note, to clear out of existing customer.
The raise a new adjustment note to the new customer, using the same sales item, no tax code, put in description.
Hope that helps
Adrian0
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