Can't apply credit note to customer invoice

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Contributing User
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Can't apply credit note to customer invoice

Yesterday I posted about not being able to process Supplier Returns.  Today I can't process a customer return.  I have read all the relevant posts and everything on my system is as it should be.  We have recently begun charging our clients a surcharge on some of our products.  This surcharge is refunded to the customer when certain conditions are met.  Now I am just as frustrated with Customer Returns as I am with Supplier Returns.  Being unable to process returns means I have invoices piling up on my desk and I am unable to complete my bank reconciliations on time, etc.  How can this be resolved?

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MYOB Product Team
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MYOB Product Team
Australia
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Re: Can't apply credit note to customer invoice

Hi @Tektite 

 

If you are trying to process this against an Invoice, all Invoices shown must be open with an Amount Owing in order for the Amount to be processed against.

 

Without knowing the details of what happened, if the Invoice is closed due to the payment + Surcharge and the extra Surcharge added more to the payment creating a Customer Return. You could either:

  1. Open the Original Invoice and add a transaction line to increase the Invoice total enough for the payment to fully apply
  2. Create a new Invoice for that customer for the Surcharge and apply the Return to the new Invoice.

 

If you could let us know how this Credit Note was created this might help us provide the best advice.


Cheers,
Hayden
MYOB Product Team

Currently Working On:
Supplier Feeds | In Tray (Server)
MYOB Capture App | MYOB Invoices app
Previously Worked On:
In Tray (Front-End) (2019-2020)
MYOB Support (Various roles - 2015-2019)

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Contributing User
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Contributing User
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Re: Can't apply credit note to customer invoice

Thank you Hayden.  It is working now.  Such a relief.

 

Tektite

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