Problems with allocating a customer adjustment note to an invoice
I've followed these steps in Reckon One however when I get to #3 and click on Issue Refund, there's no green "View full details". How can I allocate a CAN to an invoice?
- Create the customer adjustment note / credit note. Enter values as positive (Reckon One will deal with the debit / credit aspect automatically.
- Save the note.
- Select 'issue refund'.
- Select 'View full details' (now visible in green section at bottom of screen).
- On the 'Allocate' tab you should see the invoice that has not been paid.
- You can select the invoice and apply the credit note. Remember to enter the amount you want to allocate to the invoice.