hi,
In banking I have my "bank accounts" linked to the actual bank accounts so that transactions are downloaded automatically. I then use the "Match" feature to match each "real life" bank transaction to an item in SAGE.
This is normally great and convenient BUT - I issued one Customer with a sales credit note (SCN) and the customer reduced the next due invoice payment by the amount of the credit note.
What I want to do is to "match" the reduced invoice payment in the "Incoming Bank Transactions" to the original invoice AND the sales credit note. The problem is that I can't make the sales credit note appear in the list of transactions that can be selected to match against the payment. There is a search option (see below screen shot) and credit notes is an option to search for but even when I select credit notes I can not make it bring up the credit note !
Any suggestions please ? I am sure somebody must have had the same situation where a credit note has been "paid" by the customer deducting the amount of the credit note for a payment due against an invoice.
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We can offer lower cost Sage50cloud subscriptions for customer using pay-as-you-go support or who are self-supporting.
Need integration, your shipping system, your website, your invoicing system, your crm.
Need a bespoke solution, Mini Manufacturing, Spreadsheet order import, Back to back orders.
Want web hosting, email, your own domain name, a shop, we do it all!
Matching Incoming Bank Transactions to a Credit Note
Matching Incoming Bank Transactions to a Credit Note
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