Forum Discussion

myobnewbie2's avatar
7 months ago

transfer credit note to different invoice

Hi, I created a credit note for a customer and allocated it to their current open invoice (at the time).

They missed the credit and paid the original amount in full.

How can i get the credit note onto another invoice?\

Many thanks in advance

  • Hi myobnewbie2,

    Thank you so much for your post and welcome to the Community Forum!

    I suggest checking out this post as it provides a solution for the same issue you're experiencing. It might offer valuable insights and guidance.  Apply a Credit to an Alternative Invoice


    Additionally, feel free to reach out if you have further questions or if there's anything else I can assist you with.

    Regards,
    Earl

2 Replies

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi myobnewbie2,

    Thank you so much for your post and welcome to the Community Forum!

    I suggest checking out this post as it provides a solution for the same issue you're experiencing. It might offer valuable insights and guidance.  Apply a Credit to an Alternative Invoice


    Additionally, feel free to reach out if you have further questions or if there's anything else I can assist you with.

    Regards,
    Earl

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi myobnewbie2,

    I would like to check if you're still having this issue? If so, feel free to post again and one of us will be happy to assist you.

    Regards,
    Earl