How do I remove a credit applied to a bill?

Options
Loretta Wisdom-Zagon
Loretta Wisdom-Zagon Member Posts: 36 ✭
edited July 2020 in Reckon Accounts (Desktop)
 I go back into bill then history but that only takes me to the original credit note where I can see the individual credit amounts but can't change/remove any past credits applied.

Comments

  • Charley
    Charley Member Posts: 542 ✭✭✭
    edited May 2020
    Options

    I had this a couple of weeks ago; go into the payment untick and then retick the right one for the full amount. It'll then automatically unapply the credits. Bit of a fiddle but it works
  • Loretta Wisdom-Zagon
    Loretta Wisdom-Zagon Member Posts: 36 ✭
    edited July 2020
    Options
    The problem is I cannot find the Credit payment To untick because the credit fully paid bill Any chance you could send screen shot?
  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
    Options
    I would do a search for the Credit note, make sure I have all the details, delete it and renter
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited June 2020
    Options
    I believe you will need to delete the bill - this will then make the credit unapplied again - reenter the bill and then you can proceed as you wish to.  If the Bill is complex - then I would open it, Memorise it... then delete it... then you can use the memorised transaction to easily create the bill again without having to key it all in.  :)
  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
    Options
    Actually I thought deleting the credit note would take care of multiple bills if it has been applied to more than one, and then renter the credit. That’s how I have done it in the past 
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,408 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
    Options

    Rather than having to delete anything, if you just change the Bill Credit amount to $ 0.00 & save it, it will unlink from what it’s been applied to.  You can then just open it & change it back again.

     

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    shazinoz2@bigpond.com

    www.accounted4bs.com


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

Categories