Would be great to apply a credit to an open invoice instead of having to make a dummy payment in order to offset the credit and part of an invoice.
Guest
| Company | ATG |
| Job Title / Role | Financial Controller |
| I need it... | 6 months |
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This seems like a very basic accounting function. In AR, we create a "credit memo" which we then apply to an invoice and then the lines assigned to it. Everything is taken care of and our open AR reports show a single line with the net amount. In AP, we have to create a negative invoice, which is not something we should be doing in accounting, and then create a fake $0 cheque to apply these, which is also something no accountant should do. It does not look good to see $0 cheques in our Cash module and bank.
Would it not be simpler to create a Tran Type in AP so we can create actual credit memos? We need to apply credits to LINE items as we do in AR. Basically all accounting functions in AP and AR should have the same features.
No more workarounds with Vista creating fake transactions to fix things. Fix the functionality first.
Clear Transactions is great for applying full credits, but as a guest commented, it would be great to have a similar concept to apply partial credits.
Greg - What about a partial credit?
AP Clear Transactions can be used for full credit.