Pre-Conversion Credit
Hey there o/ Just needing some help with applying/removing an old credit from a customers account. Seeing as its not applying THAT credit to any of the newer invoices. I have found it in the con...
Forum Discussion
Hi TomGold,
Thanks for the screenshots! When it comes to handling old customer credits like the one you've mentioned especially ones predating a conversion or purge it can get a bit complicated. Since you're unable to access the original transaction or credit note, your best bet would be to work with your accountant to ensure you’re resolving this accurately. This guide focuses on settling customer credits that might be useful for navigating the process. In the meantime, getting professional accounting advice will likely make things clearer.
Regards,
Shella
