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Credit for customer shows in contact details but has not applied directly to his invoice
Hi I have a client that shows a credit in his customer details. He has an outsyanding invoice but the credit does not show on this and says he still owes the full amount. How do I get the credit onto his invoice? Thank you for your help389Views0likes1CommentHow to enter a credit to a Client who prepays credit. His last invoice has already got a credit attached
Hi I have a client who prepays monthly amounts. In AR I used to put them in a liabilty account and create an invoice with a negative amount which put the credit into this clients account. I have tried to do as the forum suggests. Create a return or credit. I go to Sales Create a return or credit Enter the clients name This brings up his last invoice which I have already entered a credit. It doesn't let me do anything. I have tried to create an invoice with a negative amount but can't do that. I need to get this sorted as I have bank statements waiting to balance. Once I create an invoice which will be later this month presumably I can then match the bank entry to his latest invoice but I need to be able to balance the bank stements and produce accurate cashflow reports etc. as this will be ongoing Thanks for your help445Views0likes1Comment