Customer Credit Note Allocation

Kim B
Kim B Member Posts: 9 Reckoner Reckoner
in Accounts Hosted

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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  • Acctd4
    Acctd4 Accredited Partner Posts: 4,183 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    When you are in the relevant Credit Note window itself, if you click on the History button, it will display its allocation:

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    Shaz Hughes.png

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  • Kim B
    Kim B Member Posts: 9 Reckoner Reckoner

    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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