apply an adjustment note credit to a different customer

Jo Bohm_8618469
Jo Bohm_8618469 Member Posts: 2
edited August 2019 in Accounts Hosted
How do I apply an adjustment note credit to a different customer?
We had to make a new customer card and need to apply a credit for an old customer to the new card.

Comments

  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 ✭✭
    edited February 2017
    Hello Jo

    In the adjustment note click on History to see if has been allocated to any invoices.

    If the adjustment note is for the total amount and has not been applied to any invoices for the existing customer, then just change the customer name on the adjustment note.

    If the adjustment note has been partially applied to an existing invoice and just a balance needs to be transferred, you will need to do in two transactions. Raise and invoice to the existing customer for the amount of the credit. Use a sales item, no tax code, put in description transfer credit to client XXX.

    Apply that invoice to the credit note, to clear out of existing customer.

    The raise a new adjustment note to the new customer, using the same sales item, no tax code, put in description.


    Hope that helps

    Adrian