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debm's avatar
debm
Trusted Cover User
1 year ago
Solved

Allocating Credit Note to another Card

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's avatar
    Doreen_P
    1 year ago

    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

2 Replies

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    1 year ago

    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

  • debm's avatar
    debm
    Trusted Cover User
    1 year ago

    Thanks so much Doreen, I knew there would be a trick, 

    Cheers

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