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Account receivable Credits not being used

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warrenwh
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Cover User
New Zealand
warrenwh
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Account receivable Credits not being used

My accounts receivable detail reports shows a credit in the three and four periods out,  When I enter an invoice it does not use this credit but enters the sale in then current month.

How do I work the credits out to nothing rather than them stay there?

Should the credit amounts not stay current and any sales be deducted from it?

 

 

1 REPLY 1
Ultimate Partner Dee-Workman
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Ultimate Partner
New Zealand
Dee-Workman
Ultimate Partner

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Re: Account receivable Credits not being used

Hi @warrenwh

 

When you apply a payment against an invoice, a window should come up to say you have credits.  You then would get the choice to apply or open the register.   When you select the open register option you can then select an invoice you would like to apply the credit against.  This will then settle the outstanding credit on the customer card.

 

Otherwise you can go to the Sales Register, select the returns and credits tab and process the credit from here as either a refund or apply against a sale.  Have attached a link which may help in relation to settling credits.

 

http://help.myob.com/wiki/display/ar/Settling+credits#expand-Torecordarefund

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