How do I allocate a deposit/credit for my customer in Reckon One?

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  • Updated 2 months ago
I am using the Reckon One software and have received a deposit from a customer who I have not yet generated an invoice for. I am trying to issue them a credit yet I can't find how to do this. It seems that all the how to videos or answers for my question and answers in this community are not applicable as the software has been updated and the steps aren't matching. 
The customer adjustment notes are only allowing to issue refunds not credits. 
Any help would be much appreciated. 
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Tay

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Posted 2 months ago

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Geoff Bryant

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Hi Tay,
Using the drop down menu on the left of your screen, select "Day to day" and then under MONEY IN" select "Receive money"
Click on the green Add button, fill in the necessary details then Save and close.
A window will pop up, just click on the green Issue credit button.