Can I take up un-allocated credit notes when paying my suppliers?

Question

I have some un-allocated credit notes that I want to be applied when paying my supplier by EFT / Cheque Payments.  How can I do that?

Answer

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Un-allocated credits can be applied in the EFT / Cheque Payments form for local creditors provided the system setting in Creditors > ChqPayIncludeCrNotes is ticked.

Un-applied credits appear in the grid and reduce the amount to be paid to the supplier.

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The email remittance advice reports the full details of the payment made, including the credit note applied to the payment.

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