Create Credit Note

104 Results For Create Credit Note

Creating a customer Credit Note

Hi guys How do i create a credit note for a customer.. For example i have a customer who has been doing some work for me but would rather have store credit than cash. How can i put $$ next to his name so that when he comes in to buy something it will have credit for him to use? Cheers Aaron

Contra a supplier credit agains a customer invoice

…then receive the supplier credit into the contra account. this made the balance in the contra account 2 times the contra amounts when it should be $0. So we reversed this and the only way that I was advised it could work was to cancel the credit note from the supplier, create an invoice at $0 cost…

Credit Notes

…support note Categories. My customer already has a credit note and I've received further overpayment. Can I add more credit to the existing credit note? No. An existing credit note cannot be increased in value. In this situation you would need to create a new credit note. This is done by creating a…

Handling overpayments

…to it. Note that you will not be able to find the closed invoice by dollar amount, as it now has $0 owing. Instead, you will need to find it by the Invoice Number and/or Date. This will create a credit memo for the second payment which can then be settled as described below. Note: If a customer…

Client owes us and we owe them - do I create a credit note ?

Hello Community and Happy festive season, We work alot with various construction companies i.e. we do work for them, they do work for us in different capacities. I have an invoice owed from 1 client (larger amount) and one we owe them (the smaller of the two amounts). The client wants to pay only…

Receiving a payment and creating a credit note without using an invoice to apply it to

…to record the extra amount (which couldn't be allocated to any other invoices) so used a closed one to therefore create the credit. It would be easier to just raise a credit note for $10 without applying to anything instead of now having the statement messy and showing stuff from 12 months ago!…

Issuing a credit for overpayment

…in turn has created a credit note against that invoice number. The client is now requesting that I issue a credit note for them to enter this into there accounting system? I can't figure out how to process this. If I create an invoice with a negative amount I still have the credit as well on the…

MYOB Live Credit Note allocation

…payment in MYOB Live. Included in the payment were 2 credit notes (one for stock and the other for loyalty discount). When I come to allocate to specific transactions the credit notes do not display in the list of unpaid invoices. I had created supplier returns in each instance and attempted to…

Who do I print a Credit Note

If I create a invoice with a Minus Amount (Credit note) I can't print it out. The invoice number does not show up under "print invoice"

creating credit note as result of overpayment

Hi, we have a number of customers that like to pay their account in advance. Can anyone please tell me how i create the a credit note to show their balance? It is so easy in MYOB accounting, but i am new to myob retail ( Thanks Melissa

Debit Notes

…debit which to you is a credit. Our support note Credit Notes has information on raising a credit note for a customer. Here's what we'll cover in this support note: In what type of situations would I need to issue a debit note? How do I create a debit note? Printing a debit note Applying the debit…

Reversing customer deposits

…AccountRight v19 (and earlier) and AccountEdge: Check your Linked Account: Note the account being used for the Income Account for Late Charges. This account will be needed for creating the credit note. Create a new Credit Note * Go to the Sales command centre and click Enter Sales. * Select the…

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