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June 3, 2019
Solved

Can I post a credit note from a supplier without it being taken from the account balance straight away? I usually take it into account when I pay the monthly balance.

  • June 3, 2019
  • 1 reply
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Best answer by GeorgiaC

Hi dvscomponents,

 

 

The credit will impact the balance of the suppliers account as soon as you post it, regardless of the date of the transaction.

 

As a workaround you could create a dummy supplier and post the credits against this account, and then edit the supplier credit (change supplier name on drop-down) when you come to pay the balance. You can also stop credits automatically applying to open bills by turning off the setting in the accounts and settings > advanced > automation. 

1 reply

GeorgiaCAnswer
June 3, 2019

Hi dvscomponents,

 

 

The credit will impact the balance of the suppliers account as soon as you post it, regardless of the date of the transaction.

 

As a workaround you could create a dummy supplier and post the credits against this account, and then edit the supplier credit (change supplier name on drop-down) when you come to pay the balance. You can also stop credits automatically applying to open bills by turning off the setting in the accounts and settings > advanced > automation.