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How do I do a part credit note for a paid invoice?

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Claire Causton

13 Nov, 2012 11:47 AM

Hi

An account customer has paid an invoice in full and then notified us of a duplication on a later invoice, we need to do a credit note for the difference, can you please talk me through how to do this as I do not want to credit the whole invoice, only the first three lines.

Many thanks
Claire Causton

1. Support Staff 1 Posted by Admin on 13 Nov, 2012 03:56 PM

   

   Hi Claire,

   To create a credit note, use the "sales" screen. Add a new entry as if you're making a new sale to that customer, but change the direction so it says "Payments/ Credit Notes" rather than "Sale".

   You can add splits as you need to, just as you would normally.

   I hope that helps,
   Mathew

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2. Admin closed this discussion on 13 Nov, 2012 03:56 PM.

3. Claire Ellis re-opened this discussion on 14 Nov, 2012 04:34 PM

4. 2 Posted by Claire Ellis on 14 Nov, 2012 04:34 PM

   

   Thank you!

   Kind Regards

   Claire Causton
   Mirror Image
   T: 07720769476
   W: www.MirrorImageConsultant.co.uk
   E: [email blocked]
   F: www.Facebook.com/xxMirrorImage

   John Causton
   Clavering Connections
   T: 01799 550880
   E: [email blocked]

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5. Mark closed this discussion on 14 Nov, 2012 05:33 PM.