Forum Discussion

VanessaAUT's avatar
VanessaAUT
Contributing Cover User
9 months ago

customer credits

I have a customer credit which the customer wants to be applied to all outstanding invoices.  The credit is larger than the balance owed by the customer. The customer doesn't want a refund as they always order from us but MYOB won't record an unbalanced transaction.

How do I apply the credit where the credit is larger than the amount owed?

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    9 months ago

    Hey VanessaAUT,

     

    You can go ahead and process the customer credit like you normally would. Since the credit's a bit more than what's owed, part of it will go toward clearing the outstanding invoices. The remaining credit will stay on their account as available credit— ready to be used on their next purchase. You can also check this link for more info.

     

    Cheers,

    Doreen

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Learn:

 

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.