Customer report with credit terms - No excel option
I have read previous articles which mention to use the Card Detail report to show what customers have what credit terms with us. Those articles state that this report can be exported to excel. As soon as I choose the Card detail report, it limits my option to export to xps or pdf format only. I can not choose excel. If I go to the File menu, the Import/Export Menu is greyed out. Would this mean my login access has been restricted?MYOB Crashes when crediting a sale of an item
Please help, my MYOB file keeps crashing when I try to record a credit with a negative balance. I have been using MYOB for years and have never had any problems until recently. This is what I am trying to do: "If the item was priced incorrectly you could record an item sale where the quantity and incorrect price appear as the first line as a return, followed by a second line with the same quantity at the correct price This would give you a negative dollar value total and a net zero quantity, which would create the credit without changing the on hand quantity of the item" Thank youTake payments: Prompt to apply oustanding customer credits/returns
You should have a feature in Essentialsfor when a customer overpays, the additional amount can be applied to their next invoice easily. At present there is no function to process an overpayment except to change the invoice amount temporarily so that the payment can be allocated, then you have to change the invoice back to the original amount. It would be handy to have a facilty that stores the amount of credit owing to a customer and asks if you want to apply it when the next invoice is generated. "Customer in credit"3.5KViews34likes1Comment