credit adjustment not applying to invoice

monique goddard
monique goddard Member Posts: 6 ✭
in Accounts Hosted

Hi,

I have made a credit adjustment note for a client with open invoices. I applied the credit to an open invoice but the credit amount has not been deducted from the open invoice. When i go back in to the credit adjustment it says it has been applied.

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 2,152 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Does the Client have "Jobs" under it?  A transaction created under a Job will be specific to the job not the Client/Customer overall. 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Snr Seasonal Tax Consultant since 2003 *

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  • monique goddard
    monique goddard Member Posts: 6 ✭

    I have fixed the problem now. Thank you for getting back to me. The credit adjustment had applied to the incorrect invoice.

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