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Paula3's avatar
Paula3
Contributing User
2 years ago
Solved

Create a credit for an invoice overpaid.

Hello,  I created an invoice for $1,928 and the customer has paid $2,078.  I would like to create a $150 credit note for this costumer but I am not sure about how to do it because the system asks m...
  • Mike_James's avatar
    Mike_James
    2 years ago

    Hi Paula3 , record a customer payment for $120, allocate $40 to one invoice, and overtype $80 into the amount applied field for the second invoice, then record. A message will appear to say that a credit is being created. 

Jasz's avatar
Jasz
Member
2 years ago

Thanks. I did follow the steps.. but it doesn't appear to create the credit note automatically. There is no warning that a credit note will be created. Is there something that I have missed? Or any security.preference needs to be changed? 

 

 

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi Jasz, 

 

Thank you for the response. We appreciate your time providing further information. 

 

May I ask for screenshots of the payment recorded, bill, and any other relevant information? We'll be happy to help you with this. 


We look forward to your response. 


Thanks,
Genreve

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