Invoice but including credits???

Rebecca_7630369

Hi Everyone,

Our client paid the GST twice on an invoice so they are in credit $16,000

How do I write a new invoice for them but include this $16,000 credit? I need Reckon to show the credit is included in this new invoice, so the client knows we have calculated their credit.

And I also want my report to show no credits available.

I hope that makes sense.

Thanks so much.

Rebecca

Acctd4

Hi Rebecca

Create their next invoice & then apply the outstanding credit, to reduce the remaining balance payable on it.

Depending on your Preference settings, the system may automatically prompt you to apply the credit upon saving the new invoice but if not, Apply Credits in Receive Payments (DON’T enter any amount in the Amount box for this !)

If required, you can create/use a different Invoice template that includes a Payments/Credits (applied) field & the Balance Due field 😁