 Posted 7/9/2009 2:27:12 PM
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When we have an exchange transaction, we'll give the customer a Credit Memo for the returned product then create a new invoice to ship out the replacement item. We want to pay off the invoice with the credit memo but I can't see how to do that without receiving a payment or processing a refund.
Matthew J. White
President
TechXor
Your Prescription For Success
11310 S. Orange Blossom Trail #207
Orlando, FL 32837
800-604-8027
matthew@techxor.com
www.TechXor.com
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Posted 7/9/2009 2:49:47 PM
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One of the methods that I have used to resolve this is to enter a cash payment for the customer with a $0. One of the features when you enter a payment is the ability to allocate that payment on that allocate tab. But on that allocate tab you could also allocate any other outstanding receipt. There's the key: you are entering a $0 receipt, but can pick the credit memo and allocate to the invoice.
Terry Palmer
Professional Service Manager
Dimesoft Business Solutions
tpalmer@dimesoftinc.com
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Posted 7/9/2009 3:05:47 PM
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Hi Terry, I can't get past the first tab with a $0 amount. We are on ver 5.3
Matthew J. White
President
TechXor
Your Prescription For Success
11310 S. Orange Blossom Trail #207
Orlando, FL 32837
800-604-8027
matthew@techxor.com
www.TechXor.com
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Posted 7/10/2009 9:04:58 AM
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| Matthew, Terry is correct on the way you can allocate the credit memo to the invoice. The only thing you have to make sure is the payment type needs to be selected on either Cash or Check. If its selected on any other type, the system will force you to enter an amount. So simply change the payment type to either one of these two options, and you should be good to go. Hope that helps.
BJ Dimes
Software Development & Support Engineer
DimeSoft Business Solutions, Inc.
Interprise Suite Plugins
Interprise Suite Blog
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Posted 7/10/2009 10:01:52 AM
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That's it! Thanks BJ.
Matthew J. White
President
TechXor
Your Prescription For Success
11310 S. Orange Blossom Trail #207
Orlando, FL 32837
800-604-8027
matthew@techxor.com
www.TechXor.com
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