How can I reset a credit note???
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Rebecca_6470826
Member Posts: 34 ✭
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
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
0
Comments
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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
Graham Boast | 0409 317366 | graham@reckonhelp.com.au
1 -
Thankyou Graham,
Do you know how this will effect my other transactions which have already used the credit note?
Kind Regards,
Bec0 -
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.
GrahamGraham Boast | 0409 317366 | graham@reckonhelp.com.au
1
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