Hi
I use manager.io for a non profit and have some members where I want to waive their membership fees due to hardship but still track that we have done that. Is there a way to do that, a special account, I’m not an accountant just the volunteer treasurer.
Thanks
Issue a Credit Note - you will have to activate the Credit Note tab
Can you not just issue a zero value invoice and in the description put something like “complimentary”
I am also using for the same purpose and have same requirement. I have setup recurring sales invoices for members as membership and at times I have to waive off some months amount. I am going and deleting those unpaid invoices of the member. I am not much familiar with accountings but learned through manager.io guides only, I want to have a better way to manage this if possible.
If credit Note to be issued in which chart of account it should be tagged since this amount is in accounts receivable of customer and not going to be paid.
View the Sales Invoice and use the Copy to Credit Note
This will create the Credit Note using the same accounts as the Sales Invoice and will link the Credit Note and Sales Invoice together
I would follow Bartina’s method