creating a credit note for unapplied payments

accounts382 · ‎November 22, 2021

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!

GeorgiaC · ‎November 22, 2021

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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GeorgiaC · ‎November 22, 2021

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.

accounts382 · ‎November 22, 2021

OK thanks for confirming. I have set up a dummy invoice to apply the unapplied payments to, and now I've set up a credit note for the total amount. This seems to work.

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creating a credit note for unapplied payments