Receiving Payments

Hi

I just wanted to check what way discounts are dealt with in SA. For instance if an Invoice has been raised to a customer for £900.50 and then when their payment is received and it is made out for £900.00 how can you indicate that discount has been allowed without leaving it as a balance on customer account.

Thanks

Pamela

Posted by Pamela McCollum on Jul 28, 2009 11:35 AM BST

Hi Pamela,

In the example you give, you would have to create a credit note for £0.50 as described here:http://www.solaraccounts.co.uk/help/how-to-credit-a-customer-account.php

Then allocate the credit to the outstanding invoice as described here:
http://www.solaraccounts.co.uk/help/how-to-allocate-a-credit-note.php

Regards,

Posted by Mark McLaren (Solar Accounts) on Jul 28, 2009 11:52 AM BST