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Post Info TOPIC: Sage credit note question


Senior Member

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Sage credit note question
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A supplier issues a credit note and pays the amount into the bank.  I have entered a credit on the supplier record which is fine.  But how do I get that credit paid into the bank.  I have tried going to Bank, Suppliers, clicking on it and saying Pay in Full but it won't let me do that. 

Thanks in advance.



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Veteran Member

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Hi,

I'm using Sage Instant and I go on the Supplier screen to Tasks and there's an option for Supplier Refund. Exactly the same idea as supplier payment. Hope this helps.

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Senior Member

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Could be, thanks. I only use Sage for one client and it's at his offices so I will check when I'm next there. Thanks for your reply.

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Master Book-keeper

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Hi
I use Sageline 50 - similar to Pinkdon's response but you might find it under the Write Off / Refund Option which you will find in Suppliers--->Tasks area (on the left hand side)-----> Write off/Refund option - this will take you through to one of Sage's wizards which then gives you the option to do a few things eg Supplier invoice refunds/ unpaid cheques from suppliers/ refund credit notes as well as writes offs. There is a similar one in the 'Customer' section too!

Good idea if you are unsure how it will work - take a backup, then key your entry. If it doesnt look right you can always then do a restore and try again, although the wizard is easy to use.

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 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position



Senior Member

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Thanks Joanne. I am using Sageline 50 so I'll have a look on Monday when I'm next there.

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