Applying Customer Credits in Bulk

Options
Power Tynan
Power Tynan Member Posts: 1 ✭
edited August 2019 in Reckon Accounts (Desktop)
We have client whose accounts receivable balance for a customer is out. The customer has a large amount of credits that need to be applied and this will correct the Accounts Receivable balance. I was wondering if there is a way to apply credits in bulk. At the moment the only way we have been able to apply the credits is one invoice at a time, however this customer has a very very large number of invoices and we need to apply the credits to all of them. Is there a way to do this in one go? Essentially apply the credits in bulk? 

Comments

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭
    edited August 2018
    Options
    Hi there,

    I can create a quick utility to apply all the credits to all the invoices. It can be done in few hours. Please send me an email at phuong@quickbooks.vn if you are interested.

    Thanks,

    Phuong


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au

    https://free.beanwiz.com.au/
    https://www.youtube.com/watch?v=O61SfV2bte8


  • DebonAir
    DebonAir Member Posts: 392 ✭
    edited May 2017
    Options
    How many credits do you have on the file? What is your normal procedure for applying credits?

Categories