Is there a way to raise a sales credit note via “create a new invoice” and save it to the customers account
I’ve managed to get the credit note by using a minus figure and can see it ready for the client but when I try to send QF asks me which bank account I want to refund it from
I am unable to amend the invoice itself to sort it - is this because it’s been sent to the customer - it’s not as yet been part of a vat return when I it couldn’t be changed then
When you’re viewing the invoice preview there should be a credit note option at the top (possibly under the “more options” drop down). If you create the credit this way starting from the invoice, then you should get the option not to refund but rather to either hold funds on account if the invoice has already been paid or reduce the unpaid balance if it has not.