Hello. We have a customer who has several open invoices that they wish to pay. One of these invoices, the order has been returned. Now they wish for us to create a credit for that invoice then send a...
While I'm not sure I completely understand the situation, I have found a few resources that may be useful to you. It sounds like your customer has paid an invoice and returned the order on that paid invoice. He now wants the return credit for the payment that was made to be applied to an outstanding invoice, is that right?
This article, Customer returns, credits, and refunds, will step you through the process of creating a credit note. As indicated in the article: "To process a customer credit for times when a customer returns an item or cancels their order, you first need to record a credit transaction and then record the settlement of the credit as a refund or by applying it to another outstanding invoice."
From my understanding, you would create a manual credit for the amount of the order returned invoice and then apply the credit to the customer's outstanding invoice. I hope this helps, and other community members who have encountered similar scenarios may be able to offer more advice.
While I'm not sure I completely understand the situation, I have found a few resources that may be useful to you. It sounds like your customer has paid an invoice and returned the order on that paid invoice. He now wants the return credit for the payment that was made to be applied to an outstanding invoice, is that right?
This article, Customer returns, credits, and refunds, will step you through the process of creating a credit note. As indicated in the article: "To process a customer credit for times when a customer returns an item or cancels their order, you first need to record a credit transaction and then record the settlement of the credit as a refund or by applying it to another outstanding invoice."
From my understanding, you would create a manual credit for the amount of the order returned invoice and then apply the credit to the customer's outstanding invoice. I hope this helps, and other community members who have encountered similar scenarios may be able to offer more advice.
Hello Emily, thank you for your quick reply. Yes almost right, and I have seen these help items to create a credit, which I have done before, however, my problem is that the customer has not actually paid for this invoice. So there is no refund or credit to process, just to cancell the order. The customer has asked for a credit note for this particular invoice to be cancelled. Can I just delete the invoice?
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Notes/Reverse Sale","id":"message:666401","revisionNum":1,"repliesCount":3,"author":{"__ref":"User:user:233207"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:666401"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:666401"},"body@stripHtml({\"truncateLength\":200})":" Hello. We have a customer who has several open invoices that they wish to pay. One of these invoices, the order has been returned. Now they wish for us to create a credit for that invoice then send a...","body@stringLength":"462","rawBody":"
Hello. We have a customer who has several open invoices that they wish to pay. One of these invoices, the order has been returned. Now they wish for us to create a credit for that invoice then send an up to date statement of amounts owing. My confusion is, that the invoice they want a credit note for has not actually been paid. How do I create a credit note for an invoice that has not been paid. Look forward to your reply. Thank you.
Hello. We have a customer who has several open invoices that they wish to pay. One of these invoices, the order has been returned. Now they wish for us to create a credit for that invoice then send an up to date statement of amounts owing. My confusion is, that the invoice they want a credit note for has not actually been paid. How do I create a credit note for an invoice that has not been paid. Look forward to your reply. Thank you.
While I'm not sure I completely understand the situation, I have found a few resources that may be useful to you. It sounds like your customer has paid an invoice and returned the order on that paid invoice. He now wants the return credit for the payment that was made to be applied to an outstanding invoice, is that right?
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This article, Customer returns, credits, and refunds, will step you through the process of creating a credit note. As indicated in the article: \"To process a customer credit for times when a customer returns an item or cancels their order, you first need to record a credit transaction and then record the settlement of the credit as a refund or by applying it to another outstanding invoice.\"
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From my understanding, you would create a manual credit for the amount of the order returned invoice and then apply the credit to the customer's outstanding invoice. I hope this helps, and other community members who have encountered similar scenarios may be able to offer more advice.
While I'm not sure I completely understand the situation, I have found a few resources that may be useful to you. It sounds like your customer has paid an invoice and returned the order on that paid invoice. He now wants the return credit for the payment that was made to be applied to an outstanding invoice, is that right?
\n
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This article, Customer returns, credits, and refunds, will step you through the process of creating a credit note. As indicated in the article: \"To process a customer credit for times when a customer returns an item or cancels their order, you first need to record a credit transaction and then record the settlement of the credit as a refund or by applying it to another outstanding invoice.\"
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From my understanding, you would create a manual credit for the amount of the order returned invoice and then apply the credit to the customer's outstanding invoice. I hope this helps, and other community members who have encountered similar scenarios may be able to offer more advice.
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Hello Emily, thank you for your quick reply. Yes almost right, and I have seen these help items to create a credit, which I have done before, however, my problem is that the customer has not actually paid for this invoice. So there is no refund or credit to process, just to cancell the order. The customer has asked for a credit note for this particular invoice to be cancelled. Can I just delete the invoice?
Hello Emily, thank you for your quick reply. Yes almost right, and I have seen these help items to create a credit, which I have done before, however, my problem is that the customer has not actually paid for this invoice. So there is no refund or credit to process, just to cancell the order. The customer has asked for a credit note for this particular invoice to be cancelled. Can I just delete the invoice?
I checked with our accountant on this one and we manually created a credit.
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