I have been trying to work out how to reduce an inventory items available number when a customer uses an existing customer credit to pay.
Generally when a customer uses a credit, I do a journal entry to transfer the funds from their available $ in account receivable to the appropriate income account. However in the case of inventory items all I can select is the inventory items income account with no option to select the actual litem which normally reduces the number of available items.
Am I doing this wrong or does manager not cater for this? I could not find anything when I searched.
Yes @Mark that would work, however I am currently not using manager for invoicing. Our invoicing is done from another program that does auto reminders, auto issuing for instalment invoices and auto invoice generation for online sales & reconciliations for online payments. I am at present using manager for its other accounting & inventory aspects and reporting. Short of doubling up and recording another invoice in manager for inventory sales I was hoping that the journal entry method would work.
@PeterW59, I am afraid you won’t get much help from other forum members on how to avoid using what is arguably the most important feature of Manager. You can certainly run a business without sales invoices, but it’s difficult to account for one where you use them but don’t enter them in your accounting records.
Thanks @Tut, understandable. I may have to use the system the way it was designed and resort to using invoices at least for my inventory management. Aah, the joys of using two systems.