Looking for help on removing an allocated credit from an invoice.
I have raised a credit and allocated it to an invoice, how do i reverse this process so i can change the customer name on the credit note and allocate to another invoice.
Regards
Hi Paul,
Go to the Invoices list, then right-click on the credit note and select 'Show Related Transactions'. Then right-click on the credit allocation transaction (which is separate to the credit note itself) and select 'Delete'. You can then change the name on the credit note.
Cheers
