Yea, I thought about that after I wrote the letter and I can work on that..
you are right. Still, the main thing is how to credit a customer. Yirm is
right-on about this problem. I can't believe MS overlooked something like
this!!!

Schu

<anonymous[at]discussions.microsoft.com> wrote in message
news:250601c451a1$be7994c0$7d02280a[at]phx.gbl...
- quote -

You can always limit a report to just that one customer.
Either a Transaction Category, or Transaction Income, or
Customer Balance, any of those types of reports when
limited to one customer will give you their history.


- quote -

Using Money B&P 2003.

No answers to this? I am frustrated with exactly the same thing. Can it
really be true that you can't add credits to an invoice? I have a customer
who owes me money, but I also owe them money. Am I to understand that I
have to invoice them and then send them checks for the credits? I can't
deduct the credits from the amount they owe?

Not only that, but it seems that I have to issue two credits and pay with
two checks to have them itemized. This is so LAME. Please tell me I'm
missing something here.

I don't suppose this was addressed in Money 2004.

-Jeremuy


"Schu" <schumanscott[at]nospam.hotmail.com> wrote in message
news:T9wwc.2204$Fd.142[at]twister.rdc-kc.rr.com...
- quote -

I have been a user of Money since Money 95 back when that came out. When
2003 came out I bought the small-business addition and started tracking my
small business on it as well. It works great but I have one small problem
that is constantly leaving me wondering what to do:

Let's say I write an invoice to a customer for $100.. no problem, I create
the invoice in the system, print it out and send it to the customer. Then a
week later, I decide, after the person refers a new customer who buys alot
of product, that I want to credit them $25 on their account for the
referral. I can't find a logical way to do that in Money!

First of all, I can't even see the person's account without printing it out,
which is a major pain! All I have to go on is the invoice listing. I tried
adding an inventory item called "customer credit", but it won't let me add
the item to the invoice if it has a negaive value. I tried going to pay the
invoice where the customer pays $0 and I'd credit them $25, but the credit
number is not editable... it appears to only be there when a person
over-pays on a previous order.

I tried the help system and it shows how to issue a refund from an account
and how to view credits from the customer list, but not how to issue a
credit (sort of an "in-store" credit). There HAS to be a way to issue a
credit to a customer and just take money off their statement. How can I do
this? Also, is there a way to view a customer's statement (full account
activity), without printing it?

Please help!,

Scott