Entering a credit
Robert G Palmer Jr
robertpalmerjr at mac.com
Sun Jan 11 19:56:22 EST 2009
I manage my daughter's soccer team. Each family owes for club dues
and team fees. Team fees are an ESTIMATE of how much it will cost to
attend all tournaments for the season. As I near the end of the
season, I figure out how much it ACTUALLY cost to attend the
I want to issue a credit for the difference between the ESTIMATE and
the ACTUAL cost.
Unpost and reposting is not a good option for two reasons:
1. the family already has a copy of the invoice
2. the credit will NOT appear in the customer report as a line item -
the change in the customer report consists simply of the invoice
value changing (by the credited amount) so the total owed by the
customer does change, but I want them to see the credit in the
I really like the Customer Report because it shows how much each
family is expected to pay AND all payments (and hopefully credits)
they made/received during the season.
On Jan 11, 2009, at 7:38 PM, Cam Ellison wrote:
> Robert G Palmer Jr wrote:
>> I think this question may have gotten lost in the middle of the other
>> questions I asked.
>> How do you enter a credit in GnuCash?
>> If I create an Invoice for a given amount: e.g. $100, and post the
>> Later, for whatever reason, I decide that the customer only owes $50.
>> How do I enter a $50 credit in such a way that it appears on their
>> Customer Report as a credit?
> If you did not actually issue the invoice to the customer, the
> thing is to unpost the invoice and correct it. If the customer has
> received the original invoice, you could still do this, and send the
> If the customer has already paid, that's more complicated. If this
> is a
> repeat customer, and there is a new invoice, you might unpost the
> original invoice as above, and correct it. There would then be a
> credit, which should show up on the Customer Report. I'm
> speculating at
> this, because I rarely run the Customer Report. The difference should
> show in the total, but only if you unpost and amend the original
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