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Singyin
Level 1

No able issue Credit note

Hi,

I got one invoice No 1005 that needs to do CN but starting last week when create CN suppose after we add the particular invoice. all the bundle & inventory will be listed down but if the items are bundle it only shows the bundle item (without inventory belong this bundle code). Please help with this. 

INVOice 1005.pngCredit Note.png

3 Comments 3
AileneA
QuickBooks Team

No able issue Credit note

Hello, Singyin. 

 

To isolate the issue, I'd like to make sure this isn't a problem with the browser. Let's perform some troubleshooting steps to resolve this issue. It's possible that the browser stores frequently accessed data, thus causing websites, like QuickBooks, to act weirdly. Let's try logging into your QuickBooks account using the private browser. 

 

You can access this by pressing the following commands:

 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox or Internet Explorer).
  • Control + Option + P (Safari).

 

If it works, then let’s go back to your browser and clear the cache. These caches of data are essentially junk files and can be safely deleted to free up storage space.

 

If the same problem occurs, try using a different browser. This can be an issue with the browser that you use and QuickBooks.   

 

You can also check this article for more information about credit notes: Create and apply credit notes or delayed credits in QuickBooks Online

 

Feel free to leave a comment below if you have a follow-up concern in your account. I'm always here to help. Take good care always.

Singyin
Level 1

No able issue Credit note

Hi @AileneA ,

 

I try all the methods that you mentioned but the issue still persists. i don't think is my browser issue.

 

thanks.    

SarahannC
Moderator

No able issue Credit note

Hello there, @Singyin.

 

Appreciate you for trying the recommendation shared by my colleague above. Based on the screenshots you've included, it seems to me that there's no unusual behavior happening in your QuickBooks.

 

Since you've linked the invoice to a credit note, it's normal in QuickBooks to not show the other individual items that belong to your bundle code. If you want to view the grouped products, you can click the linked transaction under the Customer field. Please see the attached screenshot below:

 

 

Still, you can add your bundle with several individual goods or services in each line item. However, it can be done if you'll not link your credit note to an existing invoice. Here's a sample screenshot:

 

You can use these links for more details about handling your sales forms in QBO:

 

 

Please visit again if you have more questions as you work with your transactions or any information in your QuickBooks Online account. Take care and have a good one, Singyin.