How do I post a credit note into the clients sales ledger account?
We have a general guide on credit notes here.
You can create a generic credit note in the new invoice screen by entering a negative figure. You can also credit note any pre-existing invoices from the invoice preview screen in the more options menu.
On this theme, I have a situation where I raised an invoice for £28 but client had no change so handed me £30. In the system I receipted the £30 and consequently there is £2 showing as a prepayment against the client’s profile. The problem I have is that this particular client is no longer on my books. Would like to know how to ‘clear’ this £2 prepayment amount before I delete the master record.
You could potentially just edit the original invoice and add a £2 over-payment line. Then pay that extra £2 from the credit balance.
Many thanks, Glenn, that has sorted it!
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