Forum Discussion

vp-ast's avatar
vp-ast
Contributing User
3 years ago
Solved

credit memos

Back in Feb I allocated credit memos to the invoices and the invoices have closed, all good. But now the credit memos appear in the customers credit tab, how do I now remove credit memos

  • SamaraM's avatar
    SamaraM
    3 years ago

    Hi vp-ast 

     

    Welcome to the Community Forum. Once a credit is applied in full to an invoice/s then it should be moving the credit note from the Returns & Credits tab to the Closed Invoices Tab.

     

    If you are still seeing it under Returns & Credits, is it possible the credit amount wasn't entirely used and there is a fraction left over? You can open the Invoice and click into History to check if this is the case.

     

    If it is not still a partial credit left can you take a screenshot of the credit note and the tab (redacting any sensitive information) then attach them in your reply so I can reproduce the steps? 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

3 Replies

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  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi vp-ast 

     

    Welcome to the Community Forum. Once a credit is applied in full to an invoice/s then it should be moving the credit note from the Returns & Credits tab to the Closed Invoices Tab.

     

    If you are still seeing it under Returns & Credits, is it possible the credit amount wasn't entirely used and there is a fraction left over? You can open the Invoice and click into History to check if this is the case.

     

    If it is not still a partial credit left can you take a screenshot of the credit note and the tab (redacting any sensitive information) then attach them in your reply so I can reproduce the steps? 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • WML's avatar
    WML
    Contributing Cover User
    3 years ago

    Hi there,

     

    If you're issue is not yet resolved, please check the credit memo was created using the miscellaneous layout.

     

    My experience finds that unless a credit memo is created on the "miscellaneous" layout it remains "open" in both sales and purchases register.

     

    Hope this helps!

    Adele 

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