Morning,
In the same vein of being able to duplicate a tax invoice, is there a capability to create an adjustment/credit note from an invoice, or does the adjustment/credit note have to be completely manually created?
I don't know what you mean about duplicating an invoice, the only way I can do that is to memorise an invoice. You could also memorise a credit note and when you enter it with the correct customer it will ask if you want to mark it off against an invoice. But I don’t know of a way to create a credit note from an invoice
Duplicate an invoice
Edit
Duplicate Tax Invoice
ok I’ve never done that, I think I got used to memorising and never looked beyond that. I guess you have tried doing the same with a credit note
It is only from an Estimate that other corresponding transactions such as Sales Orders, Invoices or Purchase Orders can be created.
It would be necessary to first create the Adjustment Note, then it can be used to be applied against an existing invoice.
@Kris_Williams
We use a combination. Have 2500 memorised weekly/monthly transactions, but have also found it advantageous when we have to credit an invoice, and then re-issue due to customer requirements, it is easier to create a duplicate invoice.
That is why I'd love to be able to create the credit note from invoice, instead of having to type the whole thing out. I have one from this week that I have to credit that has 20 lines on it.
I understand your predicament and yes in your case that would be a good feature
Is it possible to create a credit note that will go against an existing sales order or estimate to add back the quantity?? It is really the only letdown of the system
Don't miss announcements and important info for Reckon Accounts Hosted
Do you have an idea for a feature in Reckon Accounts Hosted? Let us know here!
