Sales

Finding, deleting and reversing customer credits

You may occasionally want to view a customer credit before or after you've applied it or paid a refund for it. MYOB FirstEdge allows you to easily find the customer credits you've entered using either the Sales Register window or the Find Transactions window.

Deleting or reversing credits

If you simply want to delete or reverse ("unapply") a customer credit that you mistakenly applied to a sale -- or if you want to remove a refund you wrote to a customer -- you can quickly remove the effects of the transaction from your records. First, it's important to know whether the customer credit is a changeable transaction or unchangeable transaction.

Keep in mind, if you activated the Use Audit Trail Tracking preference, all deleted transactions are recorded. (Changes and entries recorded by Audit Trail Tracking)

Changeable credit transactions

If the credit is changeable, you can change it or delete it altogether from your ledger. (Choosing changeable or unchangeable transactions)

Unchangeable credit transactions

Unchangeable transactions work differently. When you reverse an unchangeable customer credit, the effects of the original will no longer be part of your ledger; however, a record of the reversed customer credit -- called a reversing transaction -- will remain. Then, if you want, you can enter a new, correct transaction to replace the transaction you reversed. (Choosing changeable or unchangeable transactions)

Credit transactions that have been settled

If you notice a problem with a customer credit you've already settled, remember that you can't simply change the credit. You'll need to unapply the credit, that is, delete (or reverse) the refund first, and then re-apply the credit or pay a new refund.

Step by step

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