Forum Discussion

gracew's avatar
gracew
Cover User
2 years ago

Applying a credit

Hi,

I am trying to apply a credit to an open purchase but when i go to the 'apply to purchase' window, the open invoice does not show up.

  • Hi gracew 

    In that case, I'd recommend checking if the original bill had any categories, because if you're using categories, you'll have to ensure the supplier debit has the same category allocated as the outstanding bill. This ensures the bill will display when applying the debit. Let me know how you get on with this. 

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  • Komal_S's avatar
    Komal_S
    MYOB Moderator

    Hi gracew 

    Can you try ticking the  "Include Closed purchases" option and let me know if that bill then shows up in the window? 

    • gracew's avatar
      gracew
      Cover User

      HI,

       

      The invoice does not show up when clicking on 'include closed purhases'

      • Komal_S's avatar
        Komal_S
        MYOB Moderator

        Hi gracew 

        In that case, I'd recommend checking if the original bill had any categories, because if you're using categories, you'll have to ensure the supplier debit has the same category allocated as the outstanding bill. This ensures the bill will display when applying the debit. Let me know how you get on with this.