[Question] Is the credit note not linking to the invoice?

[InsaneZombie]

Hey guys,

I'm fairly to with Pastel, so I am not sure if I am missing something - but it's most likely something stupid that I am not doing here.

I had a customer that purchased some items from me. So a invoice was created, printed and updated. Then I realize (after a few days) that after he has paid, I had the wrong price on the invoice all along. So, I created a credit note for this customer for the difference in price. If I now click on the "Customers" link on the left of the screen, I can see that this specific customer doesn't owe me anything. But, if you go to Process-> Cash Book -> Receipts, and make as if I am adding another payment for this customer then it still shows money outstanding on the original invoice. This has got me baffled. It is as if the credit note isn't being applied to the open invoice or something. Any help here would be great!

[BusFact]

It probably needs to be matched (linked). Assuming this is not version specific, go to process/match open item. Select the customer code and the period when this all happened.

You may have to click on the plus sign next to unallocated to see the credit note. Click on it, then click on the original invoice. That should match them.

[InsaneZombie]

Ah awsome, thanks for that. That sorted out the issue I was having

[JohnV]

You guys are so helpful! I'm shy to ask certain questions about pastel, so I keep looking at what is placed on TheForumSA