If I print out a statement for Termon Fuels, a credit note from 2017 always appears first on the list, this was discount from a previous invoice, how do I get rid of it from statements.
Thanks Dessie.
Hello Dessie,
To ensure that the credit note from 2017 doesn't appear on your customer
statement, you must allocate it to the invoice to apply the discount. See
this page for details of how to allocate a credit note to an invoice:
https://www.solaraccounts.co.uk/help/how-to-allocate-a-credit-note
Sorry Mark, but when I select a credit note, there is no " File icon" on
that page.
Dessie
Hi Dessie,
You mentioned that the credit note was for a discount on a previous
invoice from 2017. Did you enter that invoice into Solar Accounts? If so,
did you record a payment in full for that invoice?
I'm sorry Mark, But I still can't allocate a credit to an Invoice.
When I select the credit note, there is no File Icon to get me to the "
allocate to invoice" page.
Hi Dessie,
OK please try the following:
Go to the Invoices list and locate the row for the credit note
Check that the Balance Due figure for that row is NOT zero. (If it is
zero then it means that the credit has already been allocated)
Right-click on that row and select 'Allocate Credit'
Tick the invoice that you want to allocate the credit to, then click OK
Does that work for you? If not, please let me know what step you reach and
any error message.
Hi Mark, Worked perfect, Many thanks.
Dessie
Glad to hear that :)
