Process Customer Returns

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Experienced Partner Karen23
17 Posts
Experienced Partner
Australia
Solved: Go to Solution

Process Customer Returns

I have created a customer return in Essentials but when I try to process the return against an outstanding invoice it does not link to the outstanding invoice? even though the invoice is listed as overdue.

3 REPLIES
MYOB Moderator Steven_M
19,836 Posts
MYOB Moderator
New Zealand
Accepted Solution Solved Solution

Re: Process Customer Returns

Hi @Karen23


Bit out of left field here, but if you go that Customer contact (Contacts>>View Contacts and select the contact) do they have an email address listed in in the Email (to) field*? If not, does adding an email address (even a dummy one), saving the contact allow for that customer return to be processed?


*On the left-hand side, not the Additional email addresses


Kind Regards,
Steven
MYOB Client Support
Experienced Partner Karen23
17 Posts
Experienced Partner
Australia

Re: Process Customer Returns

Thank You Steve - that fixed the problem.

MYOB Moderator Steven_M
19,836 Posts
MYOB Moderator
New Zealand

Re: Process Customer Returns

Hi @Karen23


Great to hear that adding an email address to the contact has resolved that enquiry.

Having data entered into that field not being a prerequisite customer returns is something that we are looking into for the future. Ideally, you should be able to not have an email address on the contact and apply those customer returns but a quick workaround is to add in an email address to the contact (can be a 'fake' email address).


Kind Regards,
Steven
MYOB Client Support
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