Question
When trying to credit back a parts invoice, and the following message occurs 'Invoice is over 0 months old, credit cannot be processed'. What do I need to do?
Answer
If you follow the below path:
Parts > Sales > Credit Note
You will have the following popup:
You would need to enter the details of the invoice you require crediting; the invoice date and the reason for credit.
If you click 'Accept'
You will see the following:
As this invoice was invoiced out 2 months ago; the message is referring to the account set up being set at 0 months, meaning the credit cannot be completed.
To change this, yourself or your accounts team would need to change the parameters.
You would need to follow the below path:
Accounts > Sales Ledger > Ledger Parameters
Select Master Parameters
You can see that the 'Prohibit refund to invoice over' is currently set to 0 months old
You will need to amend this, to match the time frame of the invoice you are trying to credit.
To do this select 'Amend', then set the months required.
Select 'Accept'.
You will now be able to complete the credit as required.