Credit note amount

mitrecyclers

Hi,

When we issue credit note. it works fine and if we issue invoice to customer again. that credit note amount is shown there. which is perfect. But there is time when we actually have to refund to customer in bank but that Credit note still remain in system as available balance for that customer. How can we mark that credit note paid as well? Please any one? Thanks.

[deleted]

Try to add a negative payment in the amount of the credit note once the refund has been provided. Hope this helps. If you still have issues please open a support ticket to http://nch.com.au/support/supportcontact.html?software=ExpressInvoice&home

mitrecyclers

Mean by making another credit note?

Gekker

It would be better if you just delete the credit note as it has already been refunded. You can also apply a negative amount payment to the user to cancel out the credit note.

mitrecyclers

Can't delete credit note as need it for accounts purposes. Its mean I am changing accounts figures, which is not good. Best solution is like we can apply credit note to invoice. There should be a way to mark it as refunded as well. By this way amount is deducted from customer account and won't show as outstanding and all documents will remain in place as well. :-)