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TomGold's avatar
TomGold
Contributing User
20 days ago

Pre-Conversion Credit

Hey there o/

Just needing some help with applying/removing an old credit from a customers account. Seeing as its not applying THAT credit to any of the newer invoices.

 

I have found it in the contact log of the Customer. Being from 10 plus years ago.

I am unable to access the original transaction/credit note due to it before a conversion/purge. I am uncertain of how to get it removed from the customers account.

 

 

 

1 Reply

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    20 days ago

    Hi TomGold,

     

    Thanks for the screenshots! When it comes to handling old customer credits like the one you've mentioned—especially ones predating a conversion or purge—it can get a bit complicated. Since you're unable to access the original transaction or credit note, your best bet would be to work with your accountant to ensure you’re resolving this accurately. This guide focuses on settling customer credits that might be useful for navigating the process. In the meantime, getting professional accounting advice will likely make things clearer.

     

     

    Regards,

    Shella