Dears
I try to find the topic related to this problem I am facing.
I have Invoice for customer for total 4272.25 SAR. and he paid total amount of 3940.47 SAR
The Issue is he didn’t pay for some items he pay as total how can I make credit note again this amount.
I can change price to adjust this amount as credit note.
is there any way to solve this.
You should just record the receipt of 3940.47 SAR against that Invoice. It will show the remaining balance until fully paid.
Is your question actually, how to make a credit note?
See the guide:
https://www.manager.io/guides/credit-notes
I made a credit note but the problem is customer didn’t pay full invoice amount. the amount customer paid is 3940.47 and the total invoice was of 4272.25.
Dear eko,
thank you for you reply
I tried it but it cut the amount form the last invoice based on date but some or our customer pay cash for few invoices and if we add receipt it will cut for last invoice not that invoice for which customer paid
and then he will complain that in customer portal still it showing the invoice is unpaid.
Maybe I don’t know about all features of manager that we can do something else.
@29490, the problem is with applying your Receipts and Credit Notes.
The software by default applies those to the earlist outstanding invoice. This is a useful feature for users who don’t want to bother with specific application.
In your case, your Customer is very specific about the application, and for that you need to be specific in applying your credit notes and receipts.
To apply a Credit Note against a Sales Invoice, use the Sales Invoice field next to the Customer field
To apply a Receipt against a Sales Invoice, use the Invoice field in the lines after selecting “Accounts Receivable” account
For now, you need to revisit the Credit Note and Receipt and apply those manually.
To avoid all this manual work going forward, you can use the shortcut method in the Sales Invoice View screen by:
New Credit Note