SETTLE RETURNS & CREDITS - CATEGORIES

Question

Hi,Having an issue with the settle returns and credits where the invoice that I want to apply the credit to doesn't show up.&nbsp; I have had a look at the notes and found it has something to do with categories.&nbsp; I haven't had this issue before until recently.I have tried deleting the category from the original invoice but that doesn't seem to work.Look forward to some help on this.RegardsJacki

steven_m · Answer

Hi&nbsp;Jackio&nbsp;
&nbsp;
Your searching has outlined the situation i.e the categories do need to be the same on the invoice and the credit note for the invoice to appear in the Settle Returns &amp; Credits.You mentioned that you attempted to delete the category on the invoice but have been unsuccessful, can you provide more information on what is occurring i.e. is the field greyed out? Can you enter the field but can't remove the category listed?

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SETTLE RETURNS & CREDITS - CATEGORIES

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