Hold funds on client account option on credit notes

[EDJos]

Hi,

At the moment when creating credit notes, we do not see the option to hold funds on client account?
How do we turn this on?

I presume this is the same issue with supplier credit notes as well?

Thanks for your help.

Edward

[ian_roberts]

QuickFile gives the option to hold funds on account when you create a credit note starting from the “more options” button on a paid-up invoice, but not when you credit an unpaid invoice or when you create an “ad hoc” credit note by just making a new invoice with a negative value. I understand there are technical reasons why it works like this but I don’t work for QuickFile so I don’t know the full details.

[QFBeth]

Hi @EDJos,

We are currently in the testing stage for Purchase Credit notes to hold the funds on the account. We aren’t looking at supplier credit notes just yet.

So what @ian_roberts has said is how it works at the moment