Credit / Prepayment
A customer makes a prepayment off an account before Invoice
Date
I issue a credit note on date x
Then a few days later i do the job and complete invoice on date
y
How can you show credit note on invoice??
OR
Do I just delete credit note off system and put the prepayment in
on the invoice as a minus figure??
Ideally I'd like the two transactions to amalgamate as they
happened on two seperate dates....
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Support Staff 1 Posted by Admin on 12 Mar, 2012 11:15 AM
Hi, thanks for the email and sorry it's taken such a long time to reply. For some reason our suport provider identified your message as spam so I've only just found it. Sorry about that, it isn't the level of service I'm aiming for and I'll be looking at alternative support systems later today with a view to moving everything away from tenderapp.
The credit note is a reversal of the invoice, so it isn't a good one to use in this case. Your customer is just pre-paying you, so enter a transaction from their customer account to your bank account for the amount they pay. Later you'll create a normal sale as usual, and the customer balance will always show the amount outstanding.
Mathew
Admin closed this discussion on 12 Mar, 2012 11:15 AM.