Is there an easier way to apply specific credit notes to invoices?

Sara Walker

When a customer has multiple credit notes (RMAs) it just shows me a total amount, and I cannot apply individual credit notes as payments to an invoice, Or choose the amount I want to apply, its all or nothing, or I have to take the rest of the payment minus the credit note first so the amount remaining is the credit total I want to use... Am I missing something? In Xero it is so easy to apply individual credit notes, I would assume Neto would be able to streamline this process?

Erik Merkley

One of Neto's great failings is its terrible handling of anything accounting-related. It was originally built as a B2C ecommerce platform so things you'd expect as a wholesaler (statements, account payments, payment terms etc) are severely lacking and unfortunately often implemented by someone with zero bookkeeping knowledge!

 

The short answer is no - you're not missing anything. Neto simply doesn't keep track of which credit note generated the associated payment. Be extremely careful doing any kind of advanced bookkeeping like this in Neto - make sure you are checking the final results in Xero as well.