Can't apply a credit note to a sales invoice

RoslynBowes

I created a credit note today for part of an invoice dated 11/2022.   The original invoice is open and nothing applied to date.   However when I tried to apply the credit note, I received this message:

 

You have no record of any sales to this customer.

 

I tried logging off and on.  Nothing seems to be working.    

Any advice please.

 

Ros

Steven_M

Hi @RoslynBowes 

 

Normally, you would encounter this situation when one of two things occurs:

 

• You have duplicate or very similar names of customer cards and have accidentally selected the incorrect one.
  
  
• You use category tracking, and the invoice and the credit note don't have the same category of them. I would recommend reviewing the category field (bottom right of the Edit sales window) and ensuring that if the category is listed that they have the same category.

If you are still unable to match those transactions then getting a screenshot of the invoices involved along with what happens when you attempt to apply those transactions would be ideal so we can investigate further.