I have been trying to create a purchase order for a company who are already a customer, they do not come up in the supplier list but the system will not let me create them as a supplier because they are already a customer. How do you overcome this
Hi Gordon,
That's a little tricky. There are two ways to do this in Solar Accounts:
Option 1:
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Simply create a Credit Note for the customer instead of a Purchase Invoice. Use the appropriate expense account and set the VAT treatment to 'Purchase of Goods or Services...'. You can then allocate the credit note to an invoice or pay the customer by recording a 'refund'. The drawback of this approach is that there will not be an entry in the Purchase Invoices list.
Option 2:
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Create a customer and supplier with slightly different names. For example:
John Smith (Customer)
John Smith (Supplier)
You can then create dummy credit notes to affect the customer/supplier balance. For example, if you issued an invoice to John Smith for £70 and he issued one to you for £100, you would do the following:
Apply a £70 Credit Note to your customer invoice:
http://www.solaraccounts.co.uk/help/how-to-credit-a-customer-account.php
Apply a £70 Purchase Credit Note to your supplier invoice:
http://www.solaraccounts.co.uk/help/how-to-record-a-purchase-credit-note.php
The net result: The balance of John Smith (Supplier) is £30
(Note: These credit notes should be 'mirror images' by using the same account and VAT Treatment)
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Regards,
