Credit notes

[Jonbaj]

Why credit notes add up to total in 'customer sales report' rather than deduct? and why items on credit note are not reinserted in Inventoria stock?

 

TIA

[elk]

Do you get the problem on all your credit notes or just one customer? You may want to try the Recalculate Customer Balance option to recalculate the balances. To do that, please click on View menu > Customers > select (highlight) the customer from the Customer window > go the Customer menu > Recalculate Customer Balance > confirm you want to Recalculate.

In regard to your other question. When you sync both programs, it will only update Inventoria's inventory levels from other programs when you create invoices. Changes need to be done in Inventoria, when you change something in Express Invoice, it will not be reflected in Inventoria.

[Jonbaj]

On 8/8/2022 at 8:07 PM, elk said:

Do you get the problem on all your credit notes or just one customer? You may want to try the Recalculate Customer Balance option to recalculate the balances. To do that, please click on View menu > Customers > select (highlight) the customer from the Customer window > go the Customer menu > Recalculate Customer Balance > confirm you want to Recalculate.

In regard to your other question. When you sync both programs, it will only update Inventoria's inventory levels from other programs when you create invoices. Changes need to be done in Inventoria, when you change something in Express Invoice, it will not be reflected in Inventoria.

We did as indicated but in the Customer Sales Report although the Invoice has a credit note attached to it still it reads in the report the value of the Invoice when it should not add up to the report since now the invoice has a 0 value? Yes, its the same for all customers.

 

With regards to Inventoria we will suggest it to the team as it makes no sense to have a credit note and it wont add up to the stock again as now the stock level is inaccurate.

 

Thanks.

[elk]

You may want to reinstall Express Invoice from this link: https://www.nchsoftware.com/invoice/eisetup.exe

Before reinstalling the program, it is recommended to create a backup data file to avoid losing your information during the process. For instructions: https://www.nchsoftware.com/invoice/kb/1140.html

In case you still have issues, please submit a support ticket here: https://www.nch.com.au/support/index.html