Generic Credit Notes

[ANFlatley]

Ref Customer Credit notes raised not against a specific invoice .Is it possible to raise credits that are not refunded from the bank ?

[QFMathew]

Hi @ANFlatley

Could you tell us a bit more about the reason behind the credit note please (e.g. goodwill, promotion, etc.), and we’ll try and advise on the best way to record this?

[ANFlatley]

its a goodwill gesture basically , does not relate to an invoice and they just reduce it from their balance

[QFMathew]

Hi @ANFlatley

I think the following thread may help. Although it’s from a supplier perspective, the process would be very similar for a client: Goodwill Credit Note for Supplier

[ANFlatley]

Thank you , it has worked but it is a very strange set up and process .Maybe a simpler system would help ? Just a straight forward credit against the account

[Lurch]

There’s a feature request thread for that!

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…