Re: [GNC] gnucash-user Digest, Vol 247, Issue 42
No, the type is immutable. And the Credit Note is not a payment. It 'offsets' the original invoice. It is a negative invoice, and so *should* be of type I. Regards, Adrien On 10/26/23 7:31 PM, Eric Hammond wrote: Thank you! That did couple the note with the invoice. Is there anyway to change the Credit voucher “Type” from I to P ( better would be K, rather than C, for credit? K would sort after I so preferred)? It is confusing for the payment to show type I also. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] gnucash-user Digest, Vol 247, Issue 42
Thank you! That did couple the note with the invoice. Is there anyway to change the Credit voucher “Type” from I to P ( better would be K, rather than C, for credit? K would sort after I so preferred)? It is confusing for the payment to show type I also. Thanks again, Eric Hammond From: Murugan Muruganandam Sent: Thursday, October 26, 2023 11:43 AM To: Eric Hammond ; gnucash-user@gnucash.org Subject: Re: gnucash-user Digest, Vol 247, Issue 42 When you do the payment for an invoice, you need to select the invoice and the credit note from the payment screen (Ctrl will allow multi selection), the total value will reduce and you can pay for the same 26-10-2023 Date Description Action QuantityUnit Price DiscountTaxable Total 02-02-2023 February consulting Hours 1 $125,00 0 % $125,00 Net Price $125,00 Tax $0,00 Total Price $125,00 26-10-2023 Payment, thank you! $-100,00 26-10-2023 Payment, thank you! $-25,00 (this is a credit note) Amount Due $0,00 Thank you for your patronage! Saludos Cordiales Murugan From: gnucash-user mailto:gnucash-user-bounces+m.muruganandam=hotmail@gnucash.org>> on behalf of Eric Hammond mailto:e...@jehammond.net>> Sent: Thursday, October 26, 2023 3:12 PM To: gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> mailto:gnucash-user@gnucash.org>> Subject: Re: [GNC] gnucash-user Digest, Vol 247, Issue 42 Question regarding credit notes (from below thread): I sometimes do "first consultations" at no charge, but still create an invoice to capture all the information. In the past I simply create an entry to Dr Receivables and Cr some other account (which one is also a question...) I created a credit note to cover a no-charge first consultation, with no problem. But how do I use it to "pay" the invoice? GnuCash doesn't appear to allow me to use the credit note to pay an invoice in the normal way. Thanks for the help Eric Hammond 1. How to use refunds or credit notes (John Walker) Message: 1 Date: Thu, 26 Oct 2023 02:10:22 +1000 From: John Walker mailto:gonew...@westnet.com.au>> To: gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> Subject: [GNC] How to use refunds or credit notes Message-ID: <0756891c-388a-4569-b62a-3632f62f3...@westnet.com.au<mailto:0756891c-388a-4569-b62a-3632f62f3...@westnet.com.au>> Content-Type: text/plain; charset=UTF-8; format=flowed I have a situation where I have charged say$2 008 in an invoice. After posting, the customer correctly told me that the invoice should have been $2 000. The invoice has already been correctly paid at $2 000 and payment due date has already happened. When processing the payment, I entered $8 in the refund and the invoice changed to $2 000 as one would expect. After processing the payment, I still had the $8 to process in the process payment window. How do I properly process this? If I should have used a credit note, how do I do that? -- . . . Message: 3 Date: Wed, 25 Oct 2023 18:47:44 +0200 From: Geert Janssens mailto:geert.gnuc...@kobaltwit.be>> To: gnucash-user@gnucash.org<mailto:gnucash-user@gnucash.org> Subject: Re: [GNC] How to use refunds or credit notes Message-ID: <1950895.pykuyfu...@legolas.kobaltwit.lan<mailto:1950895.pykuyfu...@legolas.kobaltwit.lan>> Content-Type: text/plain; charset="us-ascii" Op woensdag 25 oktober 2023 18:10:22 CEST schreef John Walker: > I have a situation where I have charged say$2 008 in an invoice. After > posting, the customer correctly told me that the invoice should have > been $2 000. The invoice has already been correctly paid at $2 000 and > payment due date has already happened. > > When processing the payment, I entered $8 in the refund and the > invoice changed to $2 000 as one would expect. After processing the > payment, I still had the $8 to process in the process payment window. > How do I properly process this? > > If I should have used a credit note, how do I do that? You will indeed require a credit note for the remai
Re: [GNC] gnucash-user Digest, Vol 247, Issue 42
The answer to the credit side of the invoice is an Income/Revenue account. I like to track why I'm earning fees, and I charge different rates based on the general category of work. (website maintenance is less per hour than development for example) For credit notes, it depends on the line item and reason for the credit. It could be a debit to the same Income/Revenue account(s) as a reversing transaction, or it could be to an Expense like 'Discounts & Allowances', 'Marketing Freebies', 'Bad Debts', etc. Regards, Adrien On 10/26/23 1:12 PM, Eric Hammond wrote: Question regarding credit notes (from below thread): I sometimes do "first consultations" at no charge, but still create an invoice to capture all the information. In the past I simply create an entry to Dr Receivables and Cr some other account (which one is also a question...) ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] gnucash-user Digest, Vol 247, Issue 42
When you do the payment for an invoice, you need to select the invoice and the credit note from the payment screen (Ctrl will allow multi selection), the total value will reduce and you can pay for the same 26-10-2023 Date Description Action QuantityUnit Price DiscountTaxable Total 02-02-2023 February consulting Hours 1 $125,00 0 % $125,00 Net Price $125,00 Tax $0,00 Total Price $125,00 26-10-2023 Payment, thank you! $-100,00 26-10-2023 Payment, thank you! $-25,00 (this is a credit note) Amount Due $0,00 Thank you for your patronage! Saludos Cordiales Murugan From: gnucash-user on behalf of Eric Hammond Sent: Thursday, October 26, 2023 3:12 PM To: gnucash-user@gnucash.org Subject: Re: [GNC] gnucash-user Digest, Vol 247, Issue 42 Question regarding credit notes (from below thread): I sometimes do "first consultations" at no charge, but still create an invoice to capture all the information. In the past I simply create an entry to Dr Receivables and Cr some other account (which one is also a question...) I created a credit note to cover a no-charge first consultation, with no problem. But how do I use it to "pay" the invoice? GnuCash doesn't appear to allow me to use the credit note to pay an invoice in the normal way. Thanks for the help Eric Hammond 1. How to use refunds or credit notes (John Walker) Message: 1 Date: Thu, 26 Oct 2023 02:10:22 +1000 From: John Walker To: gnucash-user@gnucash.org Subject: [GNC] How to use refunds or credit notes Message-ID: <0756891c-388a-4569-b62a-3632f62f3...@westnet.com.au> Content-Type: text/plain; charset=UTF-8; format=flowed I have a situation where I have charged say$2 008 in an invoice. After posting, the customer correctly told me that the invoice should have been $2 000. The invoice has already been correctly paid at $2 000 and payment due date has already happened. When processing the payment, I entered $8 in the refund and the invoice changed to $2 000 as one would expect. After processing the payment, I still had the $8 to process in the process payment window. How do I properly process this? If I should have used a credit note, how do I do that? -- . . . Message: 3 Date: Wed, 25 Oct 2023 18:47:44 +0200 From: Geert Janssens To: gnucash-user@gnucash.org Subject: Re: [GNC] How to use refunds or credit notes Message-ID: <1950895.pykuyfu...@legolas.kobaltwit.lan> Content-Type: text/plain; charset="us-ascii" Op woensdag 25 oktober 2023 18:10:22 CEST schreef John Walker: > I have a situation where I have charged say$2 008 in an invoice. After > posting, the customer correctly told me that the invoice should have > been $2 000. The invoice has already been correctly paid at $2 000 and > payment due date has already happened. > > When processing the payment, I entered $8 in the refund and the > invoice changed to $2 000 as one would expect. After processing the > payment, I still had the $8 to process in the process payment window. > How do I properly process this? > > If I should have used a credit note, how do I do that? You will indeed require a credit note for the remainder. You can still create it now. Creating a credit note is the same as creating an invoice, except you choose "credit note" instead of "invoice". Once the credit note is created, you can select to pay it, as you would for invoices. In the payment window you will find the $8 due payment and apply that to the credit note. Regards, Geert End of gnucash-user Digest, Vol 247, Issue 42 * ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All. ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences o
Re: [GNC] gnucash-user Digest, Vol 247, Issue 42
Question regarding credit notes (from below thread): I sometimes do "first consultations" at no charge, but still create an invoice to capture all the information. In the past I simply create an entry to Dr Receivables and Cr some other account (which one is also a question...) I created a credit note to cover a no-charge first consultation, with no problem. But how do I use it to "pay" the invoice? GnuCash doesn't appear to allow me to use the credit note to pay an invoice in the normal way. Thanks for the help Eric Hammond 1. How to use refunds or credit notes (John Walker) Message: 1 Date: Thu, 26 Oct 2023 02:10:22 +1000 From: John Walker To: gnucash-user@gnucash.org Subject: [GNC] How to use refunds or credit notes Message-ID: <0756891c-388a-4569-b62a-3632f62f3...@westnet.com.au> Content-Type: text/plain; charset=UTF-8; format=flowed I have a situation where I have charged say$2 008 in an invoice. After posting, the customer correctly told me that the invoice should have been $2 000. The invoice has already been correctly paid at $2 000 and payment due date has already happened. When processing the payment, I entered $8 in the refund and the invoice changed to $2 000 as one would expect. After processing the payment, I still had the $8 to process in the process payment window. How do I properly process this? If I should have used a credit note, how do I do that? -- . . . Message: 3 Date: Wed, 25 Oct 2023 18:47:44 +0200 From: Geert Janssens To: gnucash-user@gnucash.org Subject: Re: [GNC] How to use refunds or credit notes Message-ID: <1950895.pykuyfu...@legolas.kobaltwit.lan> Content-Type: text/plain; charset="us-ascii" Op woensdag 25 oktober 2023 18:10:22 CEST schreef John Walker: > I have a situation where I have charged say$2 008 in an invoice. After > posting, the customer correctly told me that the invoice should have > been $2 000. The invoice has already been correctly paid at $2 000 and > payment due date has already happened. > > When processing the payment, I entered $8 in the refund and the > invoice changed to $2 000 as one would expect. After processing the > payment, I still had the $8 to process in the process payment window. > How do I properly process this? > > If I should have used a credit note, how do I do that? You will indeed require a credit note for the remainder. You can still create it now. Creating a credit note is the same as creating an invoice, except you choose "credit note" instead of "invoice". Once the credit note is created, you can select to pay it, as you would for invoices. In the payment window you will find the $8 due payment and apply that to the credit note. Regards, Geert End of gnucash-user Digest, Vol 247, Issue 42 * ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
