customer discounts

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ang_07
2 Posts
Cover User
Australia
Cover User

2Posts

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customer discounts

Hello

I have entered customer payment and forgot to apply the discount. How can i rectify this without deleting the payment as it was over 3 months ago?

1 REPLY 1
MYOB Moderator Steven_M
34,045 Posts
MYOB Moderator
New Zealand
MYOB Moderator

34,045Posts

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Re: customer discounts

Hi @ang_07 

 

When you go to add a discount when making a payment on an invoice the system will generate a credit note and apply that credit note to the invoice thus reducing the amount the customer pays. 

 

If a discount was not processed at the time of taking a customer's payment, rather than delete the payment and reprocess, you could look at manually creating a credit note for that customer and then applying that credit to the outstanding invoice. Our Help Articles: Customer returns, credits and refunds & Settling customer credits would be able to assist with that process.

 

Do let us know how you get on and if you require further assistance.

Kind regards,
Steven

MYOB Community Support

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