I have deleted credit notes from a clients account, part of one of the credits had been allocated to a clients invoice, this has now been deleted. How can I reverse this please?
Hello @JessicaFerguson
Deleted credits can not be restored
You would have to re process the credit note (and associated refund if it had been refunded)
Ok. Thank you for the help. I wonder if you can help regarding why this has happened please. As a company we issue service charges each year and quite often, our clients have credits, such as these. We created a way to add the credits sat on the clients accounts, to the service charge invoices via the spreadsheet we import to quickfile. But, this still leaves the credit (prepayment) sat on the clients account. My question is, what would be then best way to remove this credit?
Hello @JessicaFerguson
When there is a prepayment on an account you can either
Refund the credit note (View > Payments > Select the select the unallocated payment > Refund Balance)
Or
Allocate against an existing invoice (Open the invoice > Log Payment > Tick the "Apply from Credit " box )
