Applying Credit Notes - needs to work better

[WalkerTim]

If I receive a credit note from a supplier, this has to be allocated to a specific invoice - which is fine. IF that invoice has already been paid, the credit note is held as on account, rather than refunded. HOWEVER, when I then try to bulk pay all outstanding invoices, the amount held on account is not offset against the invoices. Rather I need to go and allocate this to a specific invoice and then pay any remainder when I make the bulk payment.

This could work better as:

• I invariably forget how this process needs to figure it out each time when the bulk payment doesn’t reconcile with their statement.
• The process of allocating the refund to a specific invoice is in accurate and causes problems down the line if that invoice then requres a credit note allocating against it.

[Lurch]

Post credit note directly to account (not to specific invoice)

Quickfile handles credit notes completely differently to an invoice whereas as far as I am concerned they are exactly the same when used on a supplier credit account, the balance of the account simply goes up or down depending on whether it is a credit note or invoice. I don’t necessarily want to attach a credit note to a purchase invoice, I just want to have it adjust the suppliers account balance. Credit notes as they function now work fine for posting against a single cash invoice refunded i…