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Chilana

Credit Notes reflecting incorrectly

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I made out a Credit Note in October, upon doing the March Statment this credit note all of a sudden reflects as if it was created in March.  When I view the credit notes the date still shows October.  I have deleted the credit note completely but it still reflects on the statement!  Any idee how I can get rid of this credit note?

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Hello Chilana, if you wish to delete any transactions from the program you may want to go to the Journal and select the transaction from the records showing there, then simply click on Delete and confirm you wish to delete that entry.

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I applied a credit note on an invoice but does not reflect the new balance on that invoice, isn't it suppose to deduct from the original balance

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Hi, 

The invoice should show a "Partially Paid" or "Not Paid" status after the credit note is applied, and you should also see a different balance on the invoice, IF the credit note was applied to this invoice, specifically, and not on the customer account. 

When creating a credit note, at the end of the process select "Retain on customer account" so you can then apply it to one particular invoice. Open the invoices list, select the invoice, click Credit Note from the top menu, select the customer and credit note and apply accordingly. 

Regards, 

 

 

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