Customer Credit Note Allocation
Kim B
Member Posts: 9 ✭
How can I check which customer invoice I have allocated a credit note to. When I do a report or a statement, it will show all the invoices, payments, and credit notes for the customer, but it does not show where the credit note has been allocated. Is there a report somewhere to show this. Seems a simple feature, but I cannot find anything which is very frustrating.
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Comments
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When you are in the relevant Credit Note window itself, if you click on the History button, it will display its allocation:
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 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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Thank you so much Shaz. That's a great help. It was right there in front of me! I think I looked everywhere else but there.
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