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How to adjust raised sales order

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Experienced Cover User Sabin
26 Posts
Experienced Cover User
Australia
Sabin
Experienced Cover User

26Posts

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How to adjust raised sales order

Hi Community,

I need a help on how to adjust raised invoice that is outstanding.

Scenario: We are an educational provider and had a client who enrolled for study option in August last year. The total value, of the course is $3000 (eg) but only paid $1000 at that time remaining $2000 outstanding and deferred to next semester. Now that course is no longer available. She wants to enroll in available study option and will be paying $500. Now I need to know how can I adjust outstanding payment and settle this new payment of $500.

 

Thank you in advance for your kind help.

2 REPLIES
Ultimate Partner GDay53
1,075 Posts
Ultimate Partner
Australia
GDay53
Ultimate Partner

1075Posts

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Re: How to adjust raised sales order

@Sabin

 

Welcome to the MYOB Community Forum, I hope you find it a wealth of helpful information.

 

The best way to do your adjustment is to create a Adjustment Note (Credit Note).

You enter a negative Sale for the full amount outstanding and record. Then you go to the Sales Register > Returns and Credits and apply the credit to the outstanding invoice.

If the new amount of $500 is for a different course then create a new invoice otherwise you can include it in the adjustment note.

Here is the Support Note on Credits and Returns;

http://help.myob.com/wiki/display/ar/Customer+returns,+credits,+and+refunds?searchfacet=support:help...

 

Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
Experienced Cover User Sabin
26 Posts
Experienced Cover User
Australia
Sabin
Experienced Cover User

26Posts

9Kudos

0Solutions

Re: How to adjust raised sales order

Many thanks for your help Graeme. 

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