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Applying a credit

gracew
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Applying a credit

Hi,

I am trying to apply a credit to an open purchase but when i go to the 'apply to purchase' window, the open invoice does not show up.

4 REPLIES 4
Komal_S
MYOB Moderator
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MYOB Moderator
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Re: Applying a credit

Hi @gracew 

Can you try ticking the  "Include Closed purchases" option and let me know if that bill then shows up in the window? 

Kind regards,
Komal

MYOB Community Support

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gracew
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Re: Applying a credit

HI,

 

The invoice does not show up when clicking on 'include closed purhases'

Komal_S
MYOB Moderator
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MYOB Moderator
MYOB Moderator

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Accepted Solution Solved

Re: Applying a credit

Hi @gracew 

In that case, I'd recommend checking if the original bill had any categories, because if you're using categories, you'll have to ensure the supplier debit has the same category allocated as the outstanding bill. This ensures the bill will display when applying the debit. Let me know how you get on with this. 

Kind regards,
Komal

MYOB Community Support

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gracew
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Re: Applying a credit

amazing, this makes it show up.

 

Thank you!

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