Allocating Credit Note to another Card

debm

Hi,

We have a customer that has several branches.

They have made a payment which includes invoices from different branches and one branch has a credit note (the account is in credit).  The company has taken up this credit in the payment so how to I apply that credit note to another card?

Thanks in advance

Doreen_P

Hey @DebM,

 

You can transfer credit notes between branches by refunding the first branch's credit note and putting it into a temporary clearing account. Once that's done, use those funds to create a new credit note for the second branch. For detailed steps on how to do this, check out this link.

 

Cheers,

Doreen