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I have three unapplied payments from a customer. They want to have a credit note to use against future invoices.
I cannot create an additional credit note for the total amount as this creates a bigger credit balance on their account. But I am unable to create credit notes from the unapplied payments themselves.
How can I send a credit note to the customer? Thanks!
Hi accounts382, thanks for your post. 🙂
If you're looking to send a credit note specifically, you'd need to remove the unapplied payments and instead create a credit note, as these can't be converted from former to latter. Alternately, you can send an Open Item or Balance Forward statement (from the customers page, select New Transaction > Statement) so that the customer can view the individual payments on their account.
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