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• # 88866
• Thu 28 Feb 2013 10:58 AM

Hi,

I rasied an invoice - the goods were delivered - ledger got updated.
This is the procedure we used at work...

My boss then offered the customer a 5% discount - the amouunt paid was as per discount but I am left with a balance on the books.

Question: do a just enter a batch credit of the balance or do I raise a customer credit note to clear the balance left?

Thank yo in advance  
Jo'Anne 

• Jo'Anne
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• # 89165
• Thu 07 Mar 2013 09:33 PM

Hi Jo'Anne,

I would just raise a batch dummy credit note to the Discounts allowed nominal code for the amount of the discount to clear it off.

Pauline 

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• # 89487
• Wed 20 Mar 2013 09:17 AM

Hi Pauline,

Firstly thank you for your advice.

Do you mean I should raise a credit note to our customer or enter it as a 'batch credit' from our customer...?

Jo'Anne

• Jo'Anne
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• # 89504
• Wed 20 Mar 2013 05:26 PM

Hi Jo'Anne,

Just enter a batch dummy credit - Customer module - Invoice - choose the customer from the drop down list and enter the nominal code as the discount allowed code.

Pauline

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