Hello Michael,
Thank you for pointing me there. This helped me see the radio button
option for "Invoice" and "Credit Note" when creating a new invoice.
I searched the site for "Credit Limit" and "Customer Credit Limit" to
see if there was any documentation around that, thinking that it would
be the credits that client has to use and then the credit note would
subtract from that. It doesn't look like it does that and I tried to
post a payment to the credit note to find that it doesn't show up there
either.
I am half way there, just need the other part of the puzzle, especially
since this year is ending and trying to wind down the books.
Thank you for the help thus far, and here's to hoping to cross the
finish line with this soon!
Aaron
On 2019-12-15 6:13 a.m., Michael Hendry wrote:
On 14 Dec 2019, at 22:00, Aaron Mina <aaron.scha...@gmail.com> wrote:
Hello,
I would like to know how credits are used in GNUCash. I am running 2.6.19 on
Ubuntu. I have a client that I want to start off with credits. I put in a
credit while opening the new customer dialogs. I just posted an invoice to
the account and when I went to pay it, the credits didn't show up.
What is the proper way to assign credits to an account and use them?
Thank you,
Aaron
I don’t use invoicing, but it would seem logical to issue a credit note to the
customer when setting up, if you already owe that customer money.
https://wiki.gnucash.org/wiki/Credit_Notes
Michael
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