How to Apply a credit against account for a customer with many invoices (OPEN) eg several hospitals
Hi Guys,
I am trying to work out how to apply a credit against a parent company rather than just the single hospital.
We have recieved a remittance from a parent company of many hospitals who have paid 8 invoices on one remittance.
They have a credit against one of the hospitals, but I can't seem to apply this credit to anything other than the hospital where the credit is applied.
How can I apply this to a different hospital under this parent company?
See attached picture for reference
Thanks
Hi LLP101
When a credit is created in AccountRight, it can only be assigned to the customer selected when creating the credit. This is because generally the credit is applicable to just that customer.
That said if you needed to transfer the credit to another customer, I recommend following the steps on our help article Transferring credits between customers. This article steps through how to transfer a credit to another customer.
