Correcting credit note mistakes
Question
I accidentally applied a credit note to the wrong client. How can I transfer this credit note to another client now that I have moved to the next processing period?
Answer
Once you have moved to the next processing period, editing of the credit note is not possible. It is necessary to create a miscellaneous invoice for the amount of the invoice that the credit note was incorrectly applied to. This effectively increases the account receivable for the original client. Next, re-enter the cash receipt and apply it to the proper invoice for the correct client.
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Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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