I've followed MYOB's instructions on this topic and have created a service invoice for the customer with a negative balance. However, when I go to allocate the old credit to the new invoice nothing shows up in the settle credits and returns window (yes, I've ticked the show closes sales box :))
Hi K2ESA,
Love that you’ve followed the steps and are so close to the finish line on this. If you’ve been working from this help topic link about settling customer credits, you're on the right track. Since you’ve confirmed that Include Closed Sales is already ticked and the old credit still isn’t showing against the new negative invoice, the best next step is to reach out to our team. You can contact them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account to see what’s blocking them from appearing together in the Settle Returns & Credits window.
Cheers,
Doreen
