[GNC] gnucash-user Digest, Vol 247, Issue 42

[Eric Hammond]

Question regarding credit notes (from below thread):

I sometimes do "first consultations" at no charge, but still create an invoice to capture all the information.
In the past I simply create an entry to Dr Receivables and Cr some other account (which one is also a question...)
I created a credit note to cover a no-charge first consultation, with no problem.
But how do I use it to "pay" the invoice? 
GnuCash doesn't appear to allow me to use the credit note to pay an invoice in the normal way.

Thanks for the help
Eric Hammond

   1.  How to use refunds or credit notes (John Walker)
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Message: 1
Date: Thu, 26 Oct 2023 02:10:22 +1000
From: John Walker <gonewest at westnet.com.au>
To: gnucash-user at gnucash.org
Subject: [GNC] How to use refunds or credit notes
Message-ID: <0756891c-388a-4569-b62a-3632f62f3f50 at westnet.com.au>
Content-Type: text/plain; charset=UTF-8; format=flowed

I have a situation where I have charged say$2 008 in an invoice. After posting, the customer correctly told me that the invoice should have been $2 000. The invoice has already been correctly paid at $2 000 and payment due date has already happened.

When processing the payment, I entered $8 in the refund and the invoice changed to $2 000 as one would expect. After processing the payment, I still had the $8 to process in the process payment window. How do I properly process this?

If I should have used a credit note, how do I do that?
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Message: 3
Date: Wed, 25 Oct 2023 18:47:44 +0200
From: Geert Janssens <geert.gnucash at kobaltwit.be>
To: gnucash-user at gnucash.org
Subject: Re: [GNC] How to use refunds or credit notes
Message-ID: <1950895.PYKUYFuaPT at legolas.kobaltwit.lan>
Content-Type: text/plain; charset="us-ascii"

Op woensdag 25 oktober 2023 18:10:22 CEST schreef John Walker:
> I have a situation where I have charged say$2 008 in an invoice. After 
> posting, the customer correctly told me that the invoice should have 
> been $2 000. The invoice has already been correctly paid at $2 000 and 
> payment due date has already happened.
> 
> When processing the payment, I entered $8 in the refund and the 
> invoice changed to $2 000 as one would expect. After processing the 
> payment, I still had the $8 to process in the process payment window. 
> How do I properly process this?
> 
> If I should have used a credit note, how do I do that?

You will indeed require a credit note for the remainder. You can still create it now. Creating a credit note is the same as creating an invoice, except you choose "credit note" instead of "invoice".

Once the credit note is created, you can select to pay it, as you would for invoices. In the payment window you will find the $8 due payment and apply that to the credit note.

Regards,

Geert


End of gnucash-user Digest, Vol 247, Issue 42
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