[GNC] How to stop credit notes from being automatically applied to newer invoices

[Adrien Monteleone]

Thanks Geert,

That will work.

I pretty much manually apply all of my payments anyway. I wasn’t sure about this setting if it disabled the button to process a payment in the invoice window or not. It makes more sense that it is tied to automatically posting pre-payments/credit-notes.

Regards,
Adrien

> On Aug 6, 2018, at 3:31 PM, Geert Janssens <geert.gnucash at kobaltwit.be> wrote:
> 
> Op maandag 6 augustus 2018 22:09:47 CEST schreef Adrien Monteleone:
>> I issued a credit note to a customer for materials that is going to be
>> applied to a future invoice when the work is completed.
>> 
>> In the meantime, I’ve done other unrelated work for the customer and each
>> time I post those invoices, the outstanding credit note is automatically
>> used to offset them, sometimes partially, which is quite a mess. I have to
>> keep editing the Lots window and deleting these errant splits so the
>> invoices properly show as needing to be paid and the payments can properly
>> be applied.
>> 
>> Is there some way to prevent this credit note from being used to offset an
>> invoice automatically? I don’t necessarily want to unpost it, but I don’t
>> want to ‘pay’ it until the relevant job is complete, at which time I’ll use
>> it to offset *that* invoice before issuing it to them for final payment.
>> 
>> Would assigning a ‘job’ to the credit note prevent it from being used
>> automatically?
> 
> I don't think a job will make a difference.
> 
> However you can disable automatic payment assignments in general in
> Edit->Preferences->Business.
> There you will find an option "Process payment on posting" for invoices and 
> bills. If you disable these, credit notes should not be applied automatically 
> any more. Obviously other pre-payments won't either.
> 
> Geert