Customer Credit Will Not Appear
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Melissa Meeds
Member Posts: 18 ✭
I have created a credit note/adjustment for a customer, when I save it asks the usually question (obtain as available credit, refund or apply to invoice) I click on apply to invoice (i have 3 open invoices) and a message box pops up to say no open invoices .. Go to receive payment tab, click on credits and credit box pops up and the adjustment is not showing?? Please help
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Comments
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Hi Melissa,
Do you use Jobs? i.e. sub-customers?
If so, your credit that you assigned to a job can only be used to apply to an invoice for the same job.
Kind regards,
Sally McIntosh (Sally@samsolutions.com.au)
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Nope, just normal customer... Ive tried deleting and re-entering credit, tried using a different item code and still will not show up .. On main Customer Home page I can change to show all adjustments and it appears in the list with the amount showing as available
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Ive even tried processing on another customer whom has over 10 open invoices, yet I get the same pop up box "Warning" This customer has no open invoices0
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All fixed .. was to do with the "account drop down box" in the body of the adjustment note.
Cheers
Melissa
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