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George_S's avatar
George_S
Experienced User
4 years ago
Solved

Just Invoices: adjusment note

A debtor accidentally overpaid an invoice by $82.50 and asked for a credit note to process through their AP system, so we created an Adjustment Note for $82.50. Their acount is now showing a credit balance of -$82.50.

 

How do we apply that credit to their next invoice, so that the adj note no longer shows in their statement?

 

TIA.

 

Update: The creditor applied the credit when they paid their next invoice (i.e. short paid by $82.50) so now we have a floating credit that we need to offset somehow.

  • Hi George_S 

     

    To apply an adjustment note in JustInvoices, within the Receive Payments window you would select Apply Existing Credits? and then include that amount in the Payment.

    For example:  Below is the application of a credit of $55 with the payment of $44.00 to an invoice of $55.50.

     

     

    If it is a case that you are just applying the credit without a payment being made, you would enter 0.00 in the Amount field, enable Apply Existing Credits? and then add the amount in the associated Payment column.

  • Hi George_S 

     

    To apply an adjustment note in JustInvoices, within the Receive Payments window you would select Apply Existing Credits? and then include that amount in the Payment.

    For example:  Below is the application of a credit of $55 with the payment of $44.00 to an invoice of $55.50.

     

     

    If it is a case that you are just applying the credit without a payment being made, you would enter 0.00 in the Amount field, enable Apply Existing Credits? and then add the amount in the associated Payment column.

    • George_S's avatar
      George_S
      Experienced User

      We usually use the payment pop-up window to process payments and have not used that receive payments screen before, however it worked.

       

      Thanks!

       

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