How can I reset a credit note???

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  • Updated 5 years ago
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Hi,
Using Reckon Accounts Pro 2014.

I entered a credit note from a supplier as per normal.

Then I used the credit note to pay against that account (as per normal) (I had to use the credit, and also pay some to balance the account). 

Then I realised I used the credit against the wrong Invoice.

So I deleted the original "Pay Bills" transaction from the cheque register. 

Now I have gone back to re-enter the payment and it says I have no available credits.

How do I reset the credit so I can use it against my account again? 

Hope this makes sense!!!

Thanks,
Bec
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Rebecca

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Posted 5 years ago

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Graham Boast, Accredited Partner

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Hi Bec

Go to the bill credit, change the supplier to a different name (I use the next supplier on the list), next (records the transaction), Previous to get back to bill-credit, change name back to correct name, save and close.  The Bill Credit is now available for reuse without having to re-enter .

Graham Boast 0409317366
Reckon Accredited Consultant
graham@reckonhelp.com.au
http://reckonhelp.com.au/remotesupport.htm
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Rebecca

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Thankyou Graham,

Do you know how this will effect my other transactions which have already used the credit note?

Kind Regards,
Bec
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Graham Boast, Accredited Partner

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you will have to reapply the credit to those bills as well, as they will become partially unpaid.  Before you change the credit, open it and press Ctrl-H and note which bills have had the credit applied.

Graham