Results 1 to 7 of 7

Thread: Pastel - applying credit to invoice.

  1. #1
    Full Member Xplosiv's Avatar
    Join Date
    Dec 2013
    Location
    Oudtshoorn
    Posts
    74
    Thanks
    3
    Thanked 19 Times in 15 Posts

    Pastel - applying credit to invoice.

    A customer has overpaid their account and I would like to aplly this credit to their next invoice.
    Can't figure out how to go about it. Any help please?

  2. #2
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,377
    Thanks
    35
    Thanked 393 Times in 340 Posts
    After processing and updating the invoice, go to Process...Match Open Item, call up the relevant customer account and drag and drop the unallocated credit onto the invoice.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  3. Thanks given for this post:

    Xplosiv (10-Dec-13)

  4. #3
    Full Member Xplosiv's Avatar
    Join Date
    Dec 2013
    Location
    Oudtshoorn
    Posts
    74
    Thanks
    3
    Thanked 19 Times in 15 Posts
    Thanks! Moved from quick books to Pastel and still struggling with the logic.
    That did the trick, though. Got as far as match accounts, but couldn't work out how to go further.

  5. #4
    Silver Member
    Join Date
    Sep 2012
    Location
    Louis Trichardt
    Posts
    262
    Thanks
    52
    Thanked 39 Times in 35 Posts
    Hi! Just be careful, I know after a certain amount of periods, I think it is 4, you cannot match that credit anymore..

  6. #5
    Full Member Xplosiv's Avatar
    Join Date
    Dec 2013
    Location
    Oudtshoorn
    Posts
    74
    Thanks
    3
    Thanked 19 Times in 15 Posts
    Thanks for the heads up. What is the process when you can no longer match credit?

  7. #6
    Silver Member
    Join Date
    Sep 2012
    Location
    Louis Trichardt
    Posts
    262
    Thanks
    52
    Thanked 39 Times in 35 Posts
    I have to date not found a solution, not sure who will be able to help us?

  8. #7
    Junior Member
    Join Date
    Jun 2013
    Location
    South Africa
    Posts
    13
    Thanks
    5
    Thanked 2 Times in 1 Post
    this feature can also be used if a customer has overpaid you and you need to refund the overpaid amount in the cashbook receipts , all you need to do is change the accounts access:
    - go to set up and select the option entry types
    -select the respective cash book entry types
    - under the option Account access, select change to Any account
    -click ok to save the changes

    Just tought it can be helpful

Similar Threads

  1. Applying discount after invoice - Pastel
    By Raene in forum Accounting Forum
    Replies: 9
    Last Post: 04-Sep-13, 10:53 AM
  2. [Question] pastel partner importing tax invoice from connect2field
    By monsoonirrigation in forum Accounting Forum
    Replies: 1
    Last Post: 19-Mar-13, 04:28 PM
  3. [Question] Pastel Invoice formats - Print vs PDF Email
    By surfgate in forum Accounting Forum
    Replies: 5
    Last Post: 21-Dec-12, 10:07 AM
  4. Pastel Partner - How to invoice travel kms per customer?
    By cagenuts in forum Accounting Forum
    Replies: 6
    Last Post: 10-May-12, 08:58 PM
  5. Computer generated tax invoice in Pastel
    By J7J in forum Accounting Forum
    Replies: 9
    Last Post: 18-Apr-12, 10:43 AM

Tags for this Thread

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •