By selecting this it will bring up the Settle Returns and Credits window, you would make sure that amount is correct and that you have the date right then select record. You would highlight that negative transaction and select the Pay Refund button in the bottom left. This can be seen in Sales>Sales Register>Returns and Credits. To that end we need to tidy up your bank account and clean up the customer's card. As you have made a payment (be it right or a test payment) its better to just wash our hands and start fresh for that invoice. basically to bring it back to square one, you just need to complete one extra step. Now to cancel out what you have done i.e. In an effort to correct what you have done you have reversed the original sale transaction (which is the correct thing to do). This would be the SJ000001 transaction (middle and second to last line). When you have converted that order into an invoice it would have transferred that deposit across to the actual invoice to make payment on it. As there is no transaction to make payment on, as the order is in limbo, it will place it into a deposit account waiting for the order to be converted into an invoice. However you have made a payment on it CR000001 (last line). When you record an order in AccountEdge it doesn't have affect any accounts, it puts it into limbo. This would have made the Enter Sales screen yellow instead of the blue that the transaction is now. you have gone into the Enter Sales screen and selected order as the Sale Status (top left next to the Customer). Originally invoice 0000001 (the first line) was recorded as an order i.e. So nice work in that regards. In that Find transactions you have 5 transactions, 4 relate to "one transaction" the other relates to you trying to fix what you have done. Also the good news is that you are so close to fixing it yourself. If you do have enquires don't hesitate to post them so the MYOB Community can assist.įirstly I'll just say its not the end of the world, the program is doing what it is suppose to and it just an understanding thing. Hi to the MYOB Community Forum, I hope you find it a wealth of knowledge.
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