[Question] Pastel credit note posted in incorrect period.

[Heidivf]

What would be the easiest way to correct a credit note posted in the incorrect period in Pastel?

The way I am thinking, is to post a customer journal to contra it and then re-do credit note in correct period?

[Neville Bailey]

It depends whether or not the credit note contained inventory line items or general ledger line items.

If it contained inventory line items, then you will need to process either an invoice or debit note to reverse it. If it contained only general ledger items, then you can get away with only processing a customer journal (don't forget to account for the VAT).

[Heidivf]

Hi

I keep that in mind when I process it. Thanks!

[Meeurots]

Please help. Credit note was done in wrong period because of wrong date. Need to change date for correct period. CN been updated

[prettypegagirl]

You will have to reverse the Credit Note and then Redo it.

You can reverse it by doing a debit note - Exactly as you did the Credit Note, including the incorrect date. When you have done and updated it, just do a new Credit Note

[Meeurots]

RE CREDIT NOTE

You will have to reverse the Credit Note and then Redo it.

You can reverse it by doing a debit note - Exactly as you did the Credit Note, including the incorrect date. When you have done and updated it, just do a new Credit Note

Thank you so much for info. Will do so.