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debm's avatar
debm
Trusted Cover User
7 days ago
Solved

Allocating Credit Note to another Card

Hi, We have a customer that has several branches. They have made a payment which includes invoices from different branches and one branch has a credit note (the account is in credit).  The company ...
  • Doreen_P's avatar
    Doreen_P
    7 days ago

    Hey DebM,

     

    You can transfer credit notes between branches by refunding the first branch's credit note and putting it into a temporary clearing account. Once that's done, use those funds to create a new credit note for the second branch. For detailed steps on how to do this, check out this link.

     

    Cheers,

    Doreen

Doreen_P's avatar
Doreen_P
MYOB Moderator
7 days ago

Hey DebM,

 

You can transfer credit notes between branches by refunding the first branch's credit note and putting it into a temporary clearing account. Once that's done, use those funds to create a new credit note for the second branch. For detailed steps on how to do this, check out this link.

 

Cheers,

Doreen

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