Supplier Credit Notes - Plumbing

[Lurch]

Yeah, this is where Quickfile falls short. Would be handy if you could add your vote to this thread.

Post credit note directly to account (not to specific invoice)

Quickfile handles credit notes completely differently to an invoice whereas as far as I am concerned they are exactly the same when used on a supplier credit account, the balance of the account simply goes up or down depending on whether it is a credit note or invoice. I don’t necessarily want to attach a credit note to a purchase invoice, I just want to have it adjust the suppliers account balance. Credit notes as they function now work fine for posting against a single cash invoice refunded i…

The workaround is to go to the invoice you want to apply the credit note to, click More Options, Credit Note. Then when you have created the credit note you can go to the Receipt Hub and tag the credit note to the QuickFile CN. If you create the credit note from the Receipt Hub it doesn’t show any entries for unpaid invoices, which would be the simplest way of doing it as this is how credit accounts work.