Allocating Credits
Options
Linda_7590330
Member Posts: 49 ✭✭
I have a Customer that has an outstanding balance on 2 invoices and there are also 2 credits on the same account. However, when I try to allocate the credits to the balances, the allocation is not saved.
I have followed the help guide and managed to allocate several other credits in this manner - it's just these 2 that seem to be 'stuck'.
Any ideas anyone?
Linda
I have followed the help guide and managed to allocate several other credits in this manner - it's just these 2 that seem to be 'stuck'.
Any ideas anyone?
Linda
0
Comments
-
Hi Linda
This issue is sometimes caused by having a negative line with GST coding on the tax invoice. The negative lines need to be in a separate Adjustment Note
Graham Boast 0409317366
Reckon Accredited Consultant
graham@reckonhelp.com.au
http://reckonhelp.com.au/remotesupport.htm
Graham Boast | 0409 317366 | graham@reckonhelp.com.au
0 -
Thanks Graham
I tried to create an adjustment note for the credit lines but Reckon will only allow a credit invoice. So I tried to create a credit invoice but the message from Reckon was that it would only allow a credit adjustment note. Chasing my tail comes to mind?
0 -
Hi Linda
Refunds and Adjustments from the main screen, or Customers > Create Adjustment Notes/Refunds from the Menu Bar. It can't just be an Invoice using only negative amounts.
Graham
Graham Boast | 0409 317366 | graham@reckonhelp.com.au
0
Categories
- All Categories
- 6.4K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 5.9K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.3K Reckon Payroll 🚀
- 21 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 2.9K Reckon One
- 7 📢 Reckon One - Announcements
- 10 Reckon Invoices App
- 14 Reckon Insights
- 107 Reckon API
- 822 Payroll Premier
- 307 Point of Sale
- 1.9K Personal Plus and Home & Business
- 62 About Reckon Community