How can I reset a credit note???

RebeccaRebecca Member Posts: 34
Hi,
Using Reckon Accounts Pro 2014.

I entered a credit note from a supplier as per normal.

Then I used the credit note to pay against that account (as per normal) (I had to use the credit, and also pay some to balance the account). 

Then I realised I used the credit against the wrong Invoice.

So I deleted the original "Pay Bills" transaction from the cheque register. 

Now I have gone back to re-enter the payment and it says I have no available credits.

How do I reset the credit so I can use it against my account again? 

Hope this makes sense!!!

Thanks,
Bec

Comments

  • Graham BoastGraham Boast Accredited Partner Posts: 406 ✭✭
    edited December 2017
    Hi Bec

    Go to the bill credit, change the supplier to a different name (I use the next supplier on the list), next (records the transaction), Previous to get back to bill-credit, change name back to correct name, save and close.  The Bill Credit is now available for reuse without having to re-enter .

    Graham Boast 0409317366
    Reckon Accredited Consultant
    [email protected]
    http://reckonhelp.com.au/remotesupport.htm
  • RebeccaRebecca Member Posts: 34
    edited June 16
    Thankyou Graham,

    Do you know how this will effect my other transactions which have already used the credit note?

    Kind Regards,
    Bec
  • Graham BoastGraham Boast Accredited Partner Posts: 406 ✭✭
    edited December 2017
    you will have to reapply the credit to those bills as well, as they will become partially unpaid.  Before you change the credit, open it and press Ctrl-H and note which bills have had the credit applied.

    Graham
Sign In or Register to comment.