Satago takes the customer balance and invoice status directly from your connected accounting package. If a credit note is showing as unpaid in Satago, it is usually because the credit note has not been allocated to an invoice within your accounting software.

Key points:

• Satago will only update the status of a credit note (or payment) once it has been allocated to a specific invoice in your accounting package.

• If the credit note is simply sitting on the customer’s account and not matched to an invoice, Satago will continue to show the related invoice as outstanding.

• To resolve this, allocate the credit note to the relevant invoice in your accounting software. Satago will then update the status and balance during the next data sync.

For more details, see: ​https://help.docs.satago.com/wiki/x/yACg6w

If you are using Sage 50 please follow the instructions provided in this link:

Allocate a credit note or payment on account to an invoice

Who can I contact for help?

If you are still experiencing issues or have questions about your account, please reach out to our customer success team via the Satago Help Centre