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
    2 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.

SamaraM's avatar
SamaraM
Former Staff
2 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.

  • KBondi's avatar
    KBondi
    User
    2 years ago

    Yes, thank you