Allocating payments against invoices/credits

[raymo]

Hi all
I am trying to allocate a payment against invoices and credit invoices. I can select which invoices i need to allocate against, but can't seem to choose an individual credit note for that supplier. I have a few credit invoices but only need to select one of them. With Sage you could just select individually. Could anyone point me in the right direction?

Thanks

[Deidre56]

when you highlight the invoice you wish to pay you will notice at the bottom of the screen there is a set credits button available with an amount listed next to it. if there are credits available, you can click the button to select which credits you wish to apply.

[MBECK]

I am having the same problem and have been told it is a bug that they are working on but I can not get any info from them re time to fix and other problems that could be out there! The only thing you can do is allocate credits if it is the only one in the customer, but if there are multiple credits you would have to delete them, use the credit you want to apply, then re-post them, and preferably allocate them to invoices as you do. This was not an option for me so I will have to wait for QB to fix.

[Deidre56]

when you click the set credits button you should see all credits available for this customer.