Hi everyone,
A couple of us that have access to the data file cannot allocate credits to open invoices via the Settle Returns & Credits feature.
Has this been disabled ? or does anyone have any ideas on why the open invoices are not showing to allocate the credits to ?
This is happening for different customers.
Thanks in advance for your feedback.
Hi LC1,
Good question! This usually happens when the credit is being applied to an order rather than an invoice, because Settle Returns & Credits only shows open invoices. If categories are being used, the credit and the invoice also need to have the same category for the invoice to appear.
It’s worth checking the sale in Sales Register first, changing it to an invoice if it’s still an order, then applying the credit again from Returns & Credits. More information on this help page: Settling customer credits
Regards,
Earl
Hi Earl,
Thanks for your response.
It is not an order - it is a sales invoice and we do not use categories.
We have never had this issue before.
Hi LC1,
Thanks for letting us know. This usually comes down to one of a few things: the invoice may no longer be open, the credit may be linked to a different customer card, the category may not match, or the transactions may be in different currencies.
If you still get stuck, please reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account for further help.
Regards,
Sai
Thank you.
None of the above is relevant to this situation so I will log a case.
Thanks for your help
