How do I create an adjustment note to apply to customer invoices?
I am not able to make the quantity a negative amount.
Hi there!
I’d love to help you get this sorted. Just to make sure I’m on the right track, are you trying to remove an item from an invoice you’ve issued, or are you looking to refund an item from an invoice that’s already been paid?
If the invoice has already been paid, you won’t be able to edit it. You’d need to record a full refund instead.If the invoice hasn’t been paid yet, you can jump in, edit it, and resend the updated version to your customer. If you do this, make sure to use the notes section to document the changes to the invoice; this will make sure that your customer (and the ATO, if needed) can see exactly what is happening. This could be something like:"Item X with a price of $10 removed from invoice as per agreement, new total is $90"
Let me know if this answers your question, and if I’m way off, give me a shout and I’ll make sure you get the right details.
The original invoice has had a payment recorded against it.
I need to raise a credit for the remaining amount to clear it. I do not wish to recreate the invoice for the payment amount, I prefer to maintain the true history of the complete transaction.
I have attempted to raise a credit by creating an invoice with a negative quantity amount, but Solo will not allow a negative quantity, and definitely not an option when using the app on my phone.
Why does something so simple have to be so hard?
Hey @Rctmtruswell here’s how to sort this out in Solo:
1️⃣ Create a new expense category called Customer Refunds2️⃣ Head to Money Out and create a manual expense3️⃣ Enter the amount that’s the difference between what was invoiced and what the customer actually paid4️⃣ Set the category to Customer Refunds and the payment method to Cash5️⃣ Pay off the remaining balance on the invoice using Cash as well6️⃣ Jump into your Profit & Loss to make sure everything’s looking spot on ✅Give us a shout if you still need a hand! 📢
Hi@"Maggie-Solo"
I thought Solo was supposed to be a simple and quick way for on the go accounting. That is nothing short of a nightmare. I’m starting to regret going down this path and should have just stayed with spreadsheets and Journals.
Thank you for your assistance.
@Maggie-Solo
Can MYOB team make solo have the ability to enter a negative quantity to be able to create the credit? Surely I am not the only one that has run into this issue?
Hey @Rctmtruswell we totally get where you’re coming from! You’ve joined Solo right at the beginning, which means you’re helping shape the app with us (how cool is that?). We’re building Solo based on feedback from legends like you, so we really appreciate you being here during this early phase.
I’ve heard whispers from the team that this feature is in the works, so if you decide to stick with us, I reckon it’ll be well worth the wait!
Okay doky.
My next suggestions are:
* have the ability for the window to expand in size when using on a tablet or iPad
Ill send more through as I think of them ;-)
Hey @Rctmtruswell LOVE these ideas! I've posted them in our idea's section to allow other Solmates to vote on the idea. You can find them by following the links below.
Edit item prices in invoice | MYOB Community Optimise for tablet and iPad | MYOB Community Keep the idea's coming! We absolutely love seeing them!
