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Generic Credit Notes

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

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?

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

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

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

There’s a feature request thread for that!

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