Reversing incorrect credit note in MYOB AE (Accountants Enterprise)

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Experienced User JoannaHD
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Reversing incorrect credit note in MYOB AE (Accountants Enterprise)

Hi

 

I need to reverse / clear out / delete an incorrect credit note.

 

I had it sitting in drafts while I clarified how to do it properly and someone approved it.  Unfortunately it was incorrect.

 

If someone could let me know or direct me to the instructions that would be wonderful.

 

Kind regards

Joanna

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MYOB Staff Post kyla
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Re: Reversing incorrect credit note in MYOB AE (Accountants Enterprise)

Hi @JoannaHD 

 

In the toolbar, click the Billing drop-down and choose Draft Bills.

 

Click Search and see if you can locate the credit note (bill). 

If the credit note is sitting in Draft Bills still, click the checkbox to select it and from the Tasks bar, click Draft to change the status back to Draft.  This will then allow you to delete the bill once you click on the Draft No in this same tab.

 

If you don't have rights to do this, then check who approved the credit note (bill) & get to follow the above steps.

http://help.myob.com/wiki/x/zC_EAQ

 

If the credit note has been posted, you'll need to reverse it using the steps in the link below:

http://help.myob.com/wiki/x/hDCEAQ

 

 

 


cheers,

Kym
Practice Solutions Client Services Analyst
MYOB Australia Pty Ltd
Experienced User JoannaHD
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Re: Reversing incorrect credit note in MYOB AE (Accountants Enterprise)

Thanks Kyla, it had already been posted so I have now reversed per the instructions on that link.  Thanks :-)

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