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How to apply current credit to an older invoice - where the period is already locked
How to apply current credit to an older invoice - where the period is already locked
When a period is locked we won't be able to do any changes prior to the date. For example resetting an invoice to draft, reversing the transaction to a prior date to the dock date etc.
In order to create a credit note for an old invoice ,
1. Go to the older dated invoice and click on Add credit note button
2. Create credit note window will pop in, fill up the following details
- Credit Method: Partial Refund/ Full Refund/ Full Refund and Draft Invoice
- Reason
- Reversal Date: Specific/ Journal entry date ( In this case select Specific date and specify the refund date as a date after the locked period date)
3. Then click on Reverse.
4. Now the credit note for the older dated invoice is created
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