How do I remove a credit applied to a bill?
Loretta Wisdom-Zagon
Member Posts: 41 Reckoner 
I go back into bill then history but that only takes me to the original credit note where I can see the individual credit amounts but can't change/remove any past credits applied.
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I had this a couple of weeks ago; go into the payment untick and then retick the right one for the full amount. It'll then automatically unapply the credits. Bit of a fiddle but it works1 -
The problem is I cannot find the Credit payment To untick because the credit fully paid bill Any chance you could send screen shot?0
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I would do a search for the Credit note, make sure I have all the details, delete it and renter0
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I believe you will need to delete the bill - this will then make the credit unapplied again - reenter the bill and then you can proceed as you wish to. If the Bill is complex - then I would open it, Memorise it... then delete it... then you can use the memorised transaction to easily create the bill again without having to key it all in.
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Actually I thought deleting the credit note would take care of multiple bills if it has been applied to more than one, and then renter the credit. That’s how I have done it in the past0
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Rather than having to delete anything, if you just change the Bill Credit amount to $ 0.00 & save it, it will unlink from what it’s been applied to. You can then just open it & change it back again.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)
Accounted 4 Bookkeeping Services
Ballajura, WA
0422 886 003
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