I bought an item (Item A) and logged this as a new purchase using Purchases/Enter new purchase. I then exchanged the item for a more expensive item (Item B) from the same supplier, and I was charged the difference. I raised a credit note for Item A and, under Credit Note Options, selected Hold Funds on Supplier Account. Now I am trying to use those funds as a part payment for Item B but can’t see how to do this. How can I best log this please?
Hello @00101101
When you raise the invoice for Item B, click Log Payment, you should be able to use the Apply from credit option on the log payment window similar to the example below
Hello QFSteve and thanks for your reply.
If, for Item B, I go to Purchases/Enter new purchase, I don’t see the screen you have shown. I see a page with the heading Purchases - New Purchase. There is a Payment Details section at the bottom, but I can’t see a ‘Log a Payment’ button.
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