Re: [GNC] Australian Accountants familiar with GNUCash

[Alan Hopkins]

Agreed Suzie! That folder of info is really all you need!! 

Cheers

On Fri, 27 Oct 2023, 7:46 am Susie Godden,  wrote:

> I agree with you Alan, I do the bookkeeping work and my accountant uses P
> and Balance Sheet that I send him at the end of the year.
>
> Perhaps it depends on the size of the business but often one also needs to
> supply bank statement reconciliations for end of year tax returns too, but
> gnucash can do those too.
>
> I save the years invoices, bank statements, bank recs, wage information,
> receipts  etc into one folder during the year that I can then share with
> the accountant at the years end (thats for businesses that I bookkeeper for
> - unfortunately they mostly have their accounts on proprietary cloud
> accounting software - unless I can persuade them otherwise)
>
> Good luck
> Susie
>
>
> On Wed, 25 Oct. 2023, 9:27 pm flywire,  wrote:
>
> >
> https://lists.gnucash.org/pipermail/gnucash-user/2023-October/109255.html
> > Alan Hopkins wrote:
> > > I know an accountant who has, for at least one business, accepted
> printed
> > P & Balance Sheet from a 2002 version of Quickbooks together with end
> of
> > year bank statements - he has never wanted to get the info on disk/USB as
> > his lackies just enter the financial data (from P & Balance Sheet) into
> > their software and check bank balances etc, so the same should be
> > achievable for GNUCash.
> >
> > lol, That's my accountant, tells me what reports and documents he wants
> > (which also includes a transaction statement and a summary spreadsheet
> for
> > various entities). He's a tax accountant and not interested in doing
> > bookkeeping. I value his advice more than getting the tax forms filled
> out.
> >
> > I'd suggest looking for a bookkeeper or someone with a finance/admin
> > background. People know what their interests are and the right person
> would
> > pick up GnuCash soon enough. It could be a good work from home job.
> >
> > Regards
> > ___
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Re: [GNC] gnucash-user Digest, Vol 247, Issue 42

[Eric Hammond]

Thank you!
That did couple the note with the invoice. Is there anyway to change the Credit 
voucher “Type” from I to P ( better would be K, rather than C, for credit? K 
would sort after I so preferred)?
It is confusing for the payment to show type I also.

Thanks again,

Eric Hammond

From: Murugan Muruganandam 
Sent: Thursday, October 26, 2023 11:43 AM
To: Eric Hammond ; gnucash-user@gnucash.org
Subject: Re: gnucash-user Digest, Vol 247, Issue 42

When you do the payment for an invoice, you need to select the invoice and the 
credit note from the payment screen (Ctrl will allow multi selection), the 
total value will reduce and you can pay for the same

  
26-10-2023
Date  Description Action  QuantityUnit Price  DiscountTaxable 
Total
02-02-2023  February consulting Hours 1 $125,00 0 % $125,00
Net Price   
   $125,00
Tax     
 $0,00
Total Price 
  $125,00
26-10-2023   Payment, thank you!    
  $-100,00
26-10-2023  Payment, thank you! 
$-25,00 (this is a credit note)
Amount Due  
   $0,00
Thank you for your patronage!




Saludos Cordiales



Murugan


From: gnucash-user 
mailto:gnucash-user-bounces+m.muruganandam=hotmail@gnucash.org>>
 on behalf of Eric Hammond mailto:e...@jehammond.net>>
Sent: Thursday, October 26, 2023 3:12 PM
To: gnucash-user@gnucash.org 
mailto:gnucash-user@gnucash.org>>
Subject: Re: [GNC] gnucash-user Digest, Vol 247, Issue 42

Question regarding credit notes (from below thread):

I sometimes do "first consultations" at no charge, but still create an invoice 
to capture all the information.
In the past I simply create an entry to Dr Receivables and Cr some other 
account (which one is also a question...)
I created a credit note to cover a no-charge first consultation, with no 
problem.
But how do I use it to "pay" the invoice?
GnuCash doesn't appear to allow me to use the credit note to pay an invoice in 
the normal way.

Thanks for the help
Eric Hammond

   1.  How to use refunds or credit notes (John Walker)


Message: 1
Date: Thu, 26 Oct 2023 02:10:22 +1000
From: John Walker mailto:gonew...@westnet.com.au>>
To: gnucash-user@gnucash.org
Subject: [GNC] How to use refunds or credit notes
Message-ID: 
<0756891c-388a-4569-b62a-3632f62f3...@westnet.com.au>
Content-Type: text/plain; charset=UTF-8; format=flowed

I have a situation where I have charged say$2 008 in an invoice. After posting, 
the customer correctly told me that the invoice should have been $2 000. The 
invoice has already been correctly paid at $2 000 and payment due date has 
already happened.

When processing the payment, I entered $8 in the refund and the invoice changed 
to $2 000 as one would expect. After processing the payment, I still had the $8 
to process in the process payment window. How do I properly process this?

If I should have used a credit note, how do I do that?
--
.
.
.
Message: 3
Date: Wed, 25 Oct 2023 18:47:44 +0200
From: Geert Janssens 
mailto:geert.gnuc...@kobaltwit.be>>
To: gnucash-user@gnucash.org
Subject: Re: [GNC] How to use refunds or credit notes
Message-ID: 
<1950895.pykuyfu...@legolas.kobaltwit.lan>
Content-Type: text/plain; charset="us-ascii"

Op woensdag 25 oktober 2023 18:10:22 CEST schreef John Walker:
> I have a situation where I have charged say$2 008 in an invoice. After
> posting, the customer correctly told me that the invoice should have
> been $2 000. The invoice has already been correctly paid at $2 000 and
> payment due date has already happened.
>
> When processing the payment, I entered $8 in the refund and the
> invoice changed to $2 000 as one would expect. After processing the
> payment, I still had the $8 to process in the process payment window.
> How do I properly process this?
>
> If I should have used a credit note, how do I do that?

You will indeed require a credit note for the remainder. You can still create 
it now. Creating a credit note is the same as creating an invoice, except you 
choose "credit note" instead of 

Re: [GNC] GnuCash_user: rounding errors and significant digits

[Bruce McCoy via gnucash-user]

Jim,

Thank you for responding. You make valid points.
  
On Wed, Oct 25 at 9:50 PM Jim DeLaHunt wrote and cited: 
    >On 2023-10-25 17:00, Bruce McCoy via gnucash-user wrote:
    > We also assume that an "exactly precise" number has 
    the same precision as the smallest currency unit (SCU).
    >
    >I believe that your definition of "exactly precise" 
    >is different from the plain meaning of the words. 
    >The plain meaning is that an "exactly precise" 
    >representation of a number is a representation 
    >which exactly conveys the true numerical value. 
    >Thus, decimal number "0.3" is an exactly precise 
    >representation of the rational number 3/10

Well said. You saying “decimal number "0.3" is an exactly precise 
representation of the rational number 3/10” is just what I wanted to say. Let 
me try again. Since SCUs have an infinite number of zeros to the right of the 
decimal place, they are exactly precise.

    >but decimal number "0." is not an exactly 
    >precise representation of the rational number 1/3.

Quite. Here ww can note a reference to the elegance of GnuCash’s rational 
number treatment.

    >GnuCash documentation could be improved…
    >the most useful contribution is to formally 
    >propose a change... But, a proposed change 
    >based on a misunderstanding will probably not 
    >succeed.

We agree both that “the most useful contribution is to formally propose a 
change” and that “a proposed change based on a misunderstanding will” fail.  

Submitting these ideas to the gnucash users group for vetting before proposing 
a formal change was the idea. You and the other members of the gnucash users 
group have been very helpful in this discussion by explaining how GnuCash 
works. You have reduced my misunderstandings of GnuCash. You have increased my 
understanding of GnuCash. Thank you. 

    >why do you hold so fast to the conviction 
    >that the price number which the broker 
    >prints on the statement exactly represents 
    >the numerical value which they used in your 
    >transaction?

There are two reasons. First, some newcomers to GnuCash are used to thinking 
that way and they might find it helpful to be informed that GnuCash may not 
follow the conventions with which they are accustomed. One way to do this would 
be to place an explanatory note in the documentation. Second, in 
“Value-of-the-transaction =  Price-per-share * Number-of-shares,” two of the 
terms are in currencies having SCUs and one term is not. Since the SCUs have an 
infinite number of zeros to the right of the decimal place, the remaining term 
can not.

Because you have asked, I have responded to you. The feeling of the community 
at large may be more likely to want to table this discussion. If so, we can do 
that.

Engaging with you has let me become acquainted with a group of informed, 
gracious, and helpful people. It has been an enjoyable experience. Thank you.
  
Bruce



|  | Virus-free.www.avast.com |

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Re: [GNC] How to display account total with subaccounts in a report

[Michael or Penny Novack]

On 10/26/2023 5:03 PM, Jediator wrote:
The P report for instance displays the account hierarchy and the 
account balance for each account.  However, all parent accounts show 
zero balances.  Is there anyway to display the account balance of a 
parent as a sum of all its child accounts?


This may have been asked before, but I searched the mailing list 
archive but couldn't find any answer for this. 


The answer is yes. You can have the subtotals before or after as you 
prefer.


But might I suggest that with EVERY report you run for the first time 
(until you become familiar with it) you begin by running "test" 
(learning mode). You go to edit=>report options and see what ALL your 
options are. The only odd thing about gnucash is that you don't select 
these first (before running the report). In other words, you only get to 
set the options the way you want them after the report exists.


But might I ask you a question? If you didn't go into report options how 
did you set the begin date and end date for the P (always for an 
interval between two dates)


Michael D Novack


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Re: [GNC] How to display account total with subaccounts in a report

[Murugan Muruganandam]

i mistyped P report options




Saludos Cordiales


Murugan


From: gnucash-user 
 on behalf of 
Jediator 
Sent: Thursday, October 26, 2023 6:25 PM
To: gnucash-user@gnucash.org 
Subject: Re: [GNC] How to display account total with subaccounts in a report

Forgive my ignorance, but where is the P Account options located?  Do
you mean report options?  Could you please be specific on how to set the
options (not very obvious)?  Thanks!

On 10/26/23 5:16 PM, Murugan Muruganandam wrote:
> in the P Account options->Display->"Parent account balances"->select
> calculate sub total
>
>
>
> Saludos Cordiales
>
>
> Murugan
>
> 
> *From:* gnucash-user
>  on
> behalf of Jediator 
> *Sent:* Thursday, October 26, 2023 6:03 PM
> *To:* gnucash-user@gnucash.org 
> *Subject:* [GNC] How to display account total with subaccounts in a
> report
> The P report for instance displays the account hierarchy and the
> account balance for each account.  However, all parent accounts show
> zero balances.  Is there anyway to display the account balance of a
> parent as a sum of all its child accounts?
>
> This may have been asked before, but I searched the mailing list archive
> but couldn't find any answer for this.
>
> Thanks a lot! -- JC
> ___
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Re: [GNC] gnucash-user Digest, Vol 247, Issue 42

[Adrien Monteleone]

The answer to the credit side of the invoice is an Income/Revenue 
account. I like to track why I'm earning fees, and I charge different 
rates based on the general category of work. (website maintenance is 
less per hour than development for example)


For credit notes, it depends on the line item and reason for the credit. 
It could be a debit to the same Income/Revenue account(s) as a reversing 
transaction, or it could be to an Expense like 'Discounts & Allowances', 
'Marketing Freebies', 'Bad Debts', etc.


Regards,
Adrien

On 10/26/23 1:12 PM, Eric Hammond wrote:

Question regarding credit notes (from below thread):

I sometimes do "first consultations" at no charge, but still create an invoice 
to capture all the information.
In the past I simply create an entry to Dr Receivables and Cr some other 
account (which one is also a question...)


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Re: [GNC] How to display account total with subaccounts in a report

[Jediator]

Thanks for your detailed instructions!

On 10/26/23 5:31 PM, Stan Brown (using GC 4.14) wrote:

On 2023-10-26 14:25, Jediator wrote:

Forgive my ignorance, but where is the P Account options located?  Do
you mean report options?  Could you please be specific on how to set the
options (not very obvious)?  Thanks!

On 10/26/23 5:16 PM, Murugan Muruganandam wrote:

in the P Account options->Display->"Parent account balances"->select
calculate sub total

To set report options, _first_ open the report, then click Edit » Report
Options. There are several tabs, and it's worth looking at each one
because there may be options that you haven't thought about but, once
you see them, you will decide to change them from the defaults, like the
one that Murgan mentioned in response to your earlier message.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] How to display account total with subaccounts in a report

[Stan Brown (using GC 4.14)]

On 2023-10-26 14:25, Jediator wrote:
> Forgive my ignorance, but where is the P Account options located?  Do
> you mean report options?  Could you please be specific on how to set the
> options (not very obvious)?  Thanks!
> 
> On 10/26/23 5:16 PM, Murugan Muruganandam wrote:
>> in the P Account options->Display->"Parent account balances"->select
>> calculate sub total

To set report options, _first_ open the report, then click Edit » Report
Options. There are several tabs, and it's worth looking at each one
because there may be options that you haven't thought about but, once
you see them, you will decide to change them from the defaults, like the
one that Murgan mentioned in response to your earlier message.

Stan Brown
Tehachapi, CA, USA
https://BrownMath.com
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Re: [GNC] How to display account total with subaccounts in a report

[Jediator]

Forgive my ignorance, but where is the P Account options located?  Do 
you mean report options?  Could you please be specific on how to set the 
options (not very obvious)?  Thanks!


On 10/26/23 5:16 PM, Murugan Muruganandam wrote:
in the P Account options->Display->"Parent account balances"->select 
calculate sub total




Saludos Cordiales


Murugan


*From:* gnucash-user 
 on 
behalf of Jediator 

*Sent:* Thursday, October 26, 2023 6:03 PM
*To:* gnucash-user@gnucash.org 
*Subject:* [GNC] How to display account total with subaccounts in a 
report

The P report for instance displays the account hierarchy and the
account balance for each account.  However, all parent accounts show
zero balances.  Is there anyway to display the account balance of a
parent as a sum of all its child accounts?

This may have been asked before, but I searched the mailing list archive
but couldn't find any answer for this.

Thanks a lot! -- JC
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Re: [GNC] New Balance entry

[Jediator]

This feature is useful when doing recon of a credit card account. After 
a successful recon run, the new balance window will popup up with the 
balance amount preset so you can issue a credit card payment from a bank 
account.  Certainly you can cancel the action (which doesn't affect your 
recon results) if you don't want to enter the credit card payment 
manually (e.g., populating transactions via csv import).  If you recon a 
bank account and the recon balance is zero, the new balance window 
shouldn't show up at all...


-- JC

On 10/25/23 5:19 PM, David H wrote:

David,

He means after you click OK on the initial Reconcile popup there is a
further popup on which the first icon is "Add a new balancing entry to the
account" - this is active only if your Ending Balance is not equal to the
Reconciled Balance.  if you click this icon it adds a txn for the
difference which you then must update as one side of the txn is the account
being reconciled and the other is the Orphan account.

David Carlson's explanation is correct, personally I would never use it as
I would always want to know why my account didn't reconcile :-)

Cheers David H.

On Thu, 26 Oct 2023 at 05:42, David Cousens 
wrote:


Finbar,

Not sure what you mean by new balance entry. The reconcile dialogue comes
up
requesting the following:

Statement date - enter the closing date on the statement from the bank. It
will
supply a closing date based on the statement date at which the last
reconciliation was doneand usually adds one month.

The Starting Balance is calculated and displayed - This is the total
balance of
all splits in the account which have already been reconciled. This should
be
equal to the Opening Balance indicated on the statement from the bank. If
not it
indicates that a previous reconciliation is incorrect eithr in your books
or the
banks statement - rare but it can happen

The Ending Balance This requires you to enter the value of the closing
balance
from the bank statement.

Some banks add their interest payment (or interest charge for a credit card
account) at the end of the statement and it may not have been enetered
into your
books. If this is the case use the "Enter Interest Payment" button to add a
transaction to include the interest payment  without halting the
reconciliation.

Then press the "OK" button to continue.

David Cousens
On Wed, 2023-10-25 at 15:21 +0200, Mahon Finbar via gnucash-user wrote:

Hi,

After my previous experiences on here, I am almost afraid to ask a new
question, but, here goes.

When Reconciling, what exactly is the effect of introducing a "new
balance entry" as is available as the first option on the bar.

There is nothing under the help that I could identify.

Thanks, Finbar

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Re: [GNC] How to display account total with subaccounts in a report

[Murugan Muruganandam]

in the P Account options->Display->"Parent account balances"->select 
calculate sub total




Saludos Cordiales


Murugan


From: gnucash-user 
 on behalf of 
Jediator 
Sent: Thursday, October 26, 2023 6:03 PM
To: gnucash-user@gnucash.org 
Subject: [GNC] How to display account total with subaccounts in a report

The P report for instance displays the account hierarchy and the
account balance for each account.  However, all parent accounts show
zero balances.  Is there anyway to display the account balance of a
parent as a sum of all its child accounts?

This may have been asked before, but I searched the mailing list archive
but couldn't find any answer for this.

Thanks a lot! -- JC
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[GNC] How to display account total with subaccounts in a report

[Jediator]

The P report for instance displays the account hierarchy and the 
account balance for each account.  However, all parent accounts show 
zero balances.  Is there anyway to display the account balance of a 
parent as a sum of all its child accounts?


This may have been asked before, but I searched the mailing list archive 
but couldn't find any answer for this.


Thanks a lot! -- JC
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Re: [GNC] Australian Accountants familiar with GNUCash

[Susie Godden]

I agree with you Alan, I do the bookkeeping work and my accountant uses P
and Balance Sheet that I send him at the end of the year.

Perhaps it depends on the size of the business but often one also needs to
supply bank statement reconciliations for end of year tax returns too, but
gnucash can do those too.

I save the years invoices, bank statements, bank recs, wage information,
receipts  etc into one folder during the year that I can then share with
the accountant at the years end (thats for businesses that I bookkeeper for
- unfortunately they mostly have their accounts on proprietary cloud
accounting software - unless I can persuade them otherwise)

Good luck
Susie


On Wed, 25 Oct. 2023, 9:27 pm flywire,  wrote:

> https://lists.gnucash.org/pipermail/gnucash-user/2023-October/109255.html
> Alan Hopkins wrote:
> > I know an accountant who has, for at least one business, accepted printed
> P & Balance Sheet from a 2002 version of Quickbooks together with end of
> year bank statements - he has never wanted to get the info on disk/USB as
> his lackies just enter the financial data (from P & Balance Sheet) into
> their software and check bank balances etc, so the same should be
> achievable for GNUCash.
>
> lol, That's my accountant, tells me what reports and documents he wants
> (which also includes a transaction statement and a summary spreadsheet for
> various entities). He's a tax accountant and not interested in doing
> bookkeeping. I value his advice more than getting the tax forms filled out.
>
> I'd suggest looking for a bookkeeper or someone with a finance/admin
> background. People know what their interests are and the right person would
> pick up GnuCash soon enough. It could be a good work from home job.
>
> Regards
> ___
> gnucash-user mailing list
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> https://lists.gnucash.org/mailman/listinfo/gnucash-user
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Re: [GNC] gnucash-user Digest, Vol 247, Issue 42

[Murugan Muruganandam]

When you do the payment for an invoice, you need to select the invoice and the 
credit note from the payment screen (Ctrl will allow multi selection), the 
total value will reduce and you can pay for the same

  
26-10-2023
Date  Description Action  QuantityUnit Price  DiscountTaxable 
Total
02-02-2023  February consulting Hours 1 $125,00 0 % $125,00
Net Price   
   $125,00
Tax     
 $0,00
Total Price 
  $125,00
26-10-2023   Payment, thank you!    
  $-100,00
26-10-2023  Payment, thank you! 
$-25,00 (this is a credit note)
Amount Due  
   $0,00
Thank you for your patronage!



Saludos Cordiales


Murugan


From: gnucash-user 
 on behalf of Eric 
Hammond 
Sent: Thursday, October 26, 2023 3:12 PM
To: gnucash-user@gnucash.org 
Subject: Re: [GNC] gnucash-user Digest, Vol 247, Issue 42

Question regarding credit notes (from below thread):

I sometimes do "first consultations" at no charge, but still create an invoice 
to capture all the information.
In the past I simply create an entry to Dr Receivables and Cr some other 
account (which one is also a question...)
I created a credit note to cover a no-charge first consultation, with no 
problem.
But how do I use it to "pay" the invoice?
GnuCash doesn't appear to allow me to use the credit note to pay an invoice in 
the normal way.

Thanks for the help
Eric Hammond

   1.  How to use refunds or credit notes (John Walker)


Message: 1
Date: Thu, 26 Oct 2023 02:10:22 +1000
From: John Walker 
To: gnucash-user@gnucash.org
Subject: [GNC] How to use refunds or credit notes
Message-ID: <0756891c-388a-4569-b62a-3632f62f3...@westnet.com.au>
Content-Type: text/plain; charset=UTF-8; format=flowed

I have a situation where I have charged say$2 008 in an invoice. After posting, 
the customer correctly told me that the invoice should have been $2 000. The 
invoice has already been correctly paid at $2 000 and payment due date has 
already happened.

When processing the payment, I entered $8 in the refund and the invoice changed 
to $2 000 as one would expect. After processing the payment, I still had the $8 
to process in the process payment window. How do I properly process this?

If I should have used a credit note, how do I do that?
--
.
.
.
Message: 3
Date: Wed, 25 Oct 2023 18:47:44 +0200
From: Geert Janssens 
To: gnucash-user@gnucash.org
Subject: Re: [GNC] How to use refunds or credit notes
Message-ID: <1950895.pykuyfu...@legolas.kobaltwit.lan>
Content-Type: text/plain; charset="us-ascii"

Op woensdag 25 oktober 2023 18:10:22 CEST schreef John Walker:
> I have a situation where I have charged say$2 008 in an invoice. After
> posting, the customer correctly told me that the invoice should have
> been $2 000. The invoice has already been correctly paid at $2 000 and
> payment due date has already happened.
>
> When processing the payment, I entered $8 in the refund and the
> invoice changed to $2 000 as one would expect. After processing the
> payment, I still had the $8 to process in the process payment window.
> How do I properly process this?
>
> If I should have used a credit note, how do I do that?

You will indeed require a credit note for the remainder. You can still create 
it now. Creating a credit note is the same as creating an invoice, except you 
choose "credit note" instead of "invoice".

Once the credit note is created, you can select to pay it, as you would for 
invoices. In the payment window you will find the $8 due payment and apply that 
to the credit note.

Regards,

Geert


End of gnucash-user Digest, Vol 247, Issue 42
*
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Re: [GNC] gnucash-user Digest, Vol 247, Issue 42

[Eric Hammond]

Question regarding credit notes (from below thread):

I sometimes do "first consultations" at no charge, but still create an invoice 
to capture all the information.
In the past I simply create an entry to Dr Receivables and Cr some other 
account (which one is also a question...)
I created a credit note to cover a no-charge first consultation, with no 
problem.
But how do I use it to "pay" the invoice? 
GnuCash doesn't appear to allow me to use the credit note to pay an invoice in 
the normal way.

Thanks for the help
Eric Hammond

   1.  How to use refunds or credit notes (John Walker)


Message: 1
Date: Thu, 26 Oct 2023 02:10:22 +1000
From: John Walker 
To: gnucash-user@gnucash.org
Subject: [GNC] How to use refunds or credit notes
Message-ID: <0756891c-388a-4569-b62a-3632f62f3...@westnet.com.au>
Content-Type: text/plain; charset=UTF-8; format=flowed

I have a situation where I have charged say$2 008 in an invoice. After posting, 
the customer correctly told me that the invoice should have been $2 000. The 
invoice has already been correctly paid at $2 000 and payment due date has 
already happened.

When processing the payment, I entered $8 in the refund and the invoice changed 
to $2 000 as one would expect. After processing the payment, I still had the $8 
to process in the process payment window. How do I properly process this?

If I should have used a credit note, how do I do that?
--
.
.
.
Message: 3
Date: Wed, 25 Oct 2023 18:47:44 +0200
From: Geert Janssens 
To: gnucash-user@gnucash.org
Subject: Re: [GNC] How to use refunds or credit notes
Message-ID: <1950895.pykuyfu...@legolas.kobaltwit.lan>
Content-Type: text/plain; charset="us-ascii"

Op woensdag 25 oktober 2023 18:10:22 CEST schreef John Walker:
> I have a situation where I have charged say$2 008 in an invoice. After 
> posting, the customer correctly told me that the invoice should have 
> been $2 000. The invoice has already been correctly paid at $2 000 and 
> payment due date has already happened.
> 
> When processing the payment, I entered $8 in the refund and the 
> invoice changed to $2 000 as one would expect. After processing the 
> payment, I still had the $8 to process in the process payment window. 
> How do I properly process this?
> 
> If I should have used a credit note, how do I do that?

You will indeed require a credit note for the remainder. You can still create 
it now. Creating a credit note is the same as creating an invoice, except you 
choose "credit note" instead of "invoice".

Once the credit note is created, you can select to pay it, as you would for 
invoices. In the payment window you will find the $8 due payment and apply that 
to the credit note.

Regards,

Geert


End of gnucash-user Digest, Vol 247, Issue 42
*
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