Credit Note Unallocated

Support
1

Hi, To ry and resolve a double accounting issue, I unallocated a credit note ( Credit Note Item - GBP 3428.16 remains unallocated) how do I re-allocate it as a credit on their account.

Thanks Graham

2

Hello Graham.

Open an invoice > Log Payment Apply from Credit > Save.

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Note: if there is other credit on their account you would see the total credit displayed, QuickFile would allocate the oldest credit first.

3

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