Hi Peter, I’m wondering how best to create a credit note against a specific invoice. I tried doing it some time ago but somehow marked the invoice paid instead of cancelling it.
Hi Peter, I’m wondering how best to create a credit note against a specific invoice. I tried doing it some time ago but somehow marked the invoice paid instead of cancelling it.
If that doesn't work try a different browser. You might be cashing.
Pete.
Here is a video http://recordit.co/6ffQ48vfJ4 of me viewing your invoices and showing you where the credit notes are.
That would be the same access as you, so it's an issue with your browser.
Here is some information https://www.google.com/search?q=how+to+hard+refresh+my+browser&pws=0&gl=us&gws_rd=cr on refreshing your browser.
Thanks Pete
Did you refund them money or did they not pay you the full amount?
Pete
* If you refund then we do all the backed updates, and create those refunds for your bank rec.
With a discount we kind of delete it in an accounting way, and do a load of management reports update.
Always good practice to use credit notes, then deleting/reducing items. Cleaner and better for audit.
You can add a note to the invoice to explain encase of audit.
Thanks Pete