Op maandag 6 augustus 2018 22:09:47 CEST schreef Adrien Monteleone: > I issued a credit note to a customer for materials that is going to be > applied to a future invoice when the work is completed. > > In the meantime, I’ve done other unrelated work for the customer and each > time I post those invoices, the outstanding credit note is automatically > used to offset them, sometimes partially, which is quite a mess. I have to > keep editing the Lots window and deleting these errant splits so the > invoices properly show as needing to be paid and the payments can properly > be applied. > > Is there some way to prevent this credit note from being used to offset an > invoice automatically? I don’t necessarily want to unpost it, but I don’t > want to ‘pay’ it until the relevant job is complete, at which time I’ll use > it to offset *that* invoice before issuing it to them for final payment. > > Would assigning a ‘job’ to the credit note prevent it from being used > automatically?
I don't think a job will make a difference. However you can disable automatic payment assignments in general in Edit->Preferences->Business. There you will find an option "Process payment on posting" for invoices and bills. If you disable these, credit notes should not be applied automatically any more. Obviously other pre-payments won't either. Geert _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
