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Shae's avatar
Shae
User
3 years ago

Sales: Credit Note

Hello,

 

Since changing over to the new version of MYOB I can no longer create a simple credit note. 

 

I don't need to create a customer return, I just need a credit note. This is because a customer has paid using a card, meaning the invoice amount is higher than the amount received to the bank account due to the card processing fee. I am therefore unable to match the invoice to the amount received until a credit note is created. 

 

Has anyone else encountered this issue? If so, how do you fix it/get around it? 

 

Thanks in advance!

credit note
return
Sales

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  • ChrisMYOB's avatar
    ChrisMYOB
    Former Staff
    3 years ago

    Hello Shae 

     

    A customer Return is another way to say Credit Note. If you follow the steps from this Help Article on Customer returns, credits and refunds , you will be able to create the credited amount needed to resolve the issue.

    Please let me know if you need further help.