Apply credit note in DEAR without 'refunding' customer
The only way to apply a credit note in DEAR is to click '+credit note' which creates a refund for the value of the credit note. Using this refund, we can apply a payment against an invoice. The problem with this is both the refund and payment lines go through to Xero from DEAR and appears on a customer's Activity Statement. The payment line is fine to appear, but the refund line should not and would be confusing to customers. Ideally there would be a way to apply a credit note to an invoice without having to first turn the credit note into a refund.
2 people like this idea