Customer Credits

sconski
sconski Member Posts: 5 Novice Member Novice Member
in Reckon One

Hi there

I'm a treasurer for a Scout Group. I have a member who pays us fortnightly in advance for her childs fees.

I dont have an invoice for her yet. I dont know how to assign her payments so that I can use them later.

Can someone please advise?


Thanks

Comments

  • Jean_10862158
    Jean_10862158 Member Posts: 55 Reckoner Reckoner

    why not do the invoice after she pays, and then mark it paid with the receipt?. It would depend on how your invoicing is set up that makes this difficult. Are the others done as recurring transactions?

  • Luke
    Luke Moderator, Reckon Staff Posts: 227 Moderator Moderator

    Hi Sconski,

    You can create a credit note by going to Day to Day -> Customer adjustment notes:


    image.png

    You can then apply this credit note to any future invoices by ticking "Apply available transactions" inside the invoice:

    image.png

    I hope this helps.

    Luke

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