Forum Discussion

Claro's avatar
Claro
Experienced User
5 years ago

Credit Notes

If you have applied to an invoice can we still see it in All Sales in the Sales Register?

  • Hi Claro , you could open the closed tab of the sales register, select an approximate date range, then sort by the amount column (click once) which will bring all the (fully settled) credits for that date range to the top. You may also be able to use the search field to filter some more.

  • Hi Claro 

     

    Once you have applied the complete value of a credit to a sales invoice, the credit note does not appear in the Returns and Credits tab or All Sales tab in the Sales Register, but would appear in the History of the invoice to which it's applied.

     

    Please let me know if you have additional questions on this.

    • Claro's avatar
      Claro
      Experienced User

      Hi Komal,

       

      Thank you for your response but this still doesnt help us. The reason being the credit note we are trying to trace has been charged to the head office account which has over 30 branches. We know which branch so we have to go through each and every invoice first to find out the branch we are looking for and then secondly to look at which invoice has the credit note allocated to it. The company wants a copy of the credit note and we are trying to find an easier way of locating it.

       

      • Mike_James's avatar
        Mike_James
        Ultimate Cover User

        Hi Claro , you could open the closed tab of the sales register, select an approximate date range, then sort by the amount column (click once) which will bring all the (fully settled) credits for that date range to the top. You may also be able to use the search field to filter some more.

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