In the documentation it says “When you save the details of the credit note you will be prompted to decide how the funds should be allocated. You can refund the amount from a bank account or you can transfer the amount to be held on the client’s account, thus enabling you to apply it to future invoices.”
when I try to do this I only get the option to refund- is there a setting I’m missing?
thanks
How have you created the credit note? You only get the option to hold on account if you create the credit note starting from an existing paid-up invoice. For an “ad hoc” credit note (if you create an invoice from scratch with a value less than zero) you can only issue an immediate refund.
Aah - OK yes I see thanks
Why does a credit note like this not show in the ageing? thx
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