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LC1's avatar
LC1
Contributing User
12 days ago

MYOB AccountRight - Settle Returns & Credits feature not working

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 a...
Earl_HD's avatar
Earl_HD
MYOB Moderator
12 days ago

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

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