Request for Credit in an Invoice

If you have received astock that was damagsd or out of date. Pefhaps a supplier had cuoted you a price and then when the invoipe came, you were charged toi much. This may requrre that you send bact stock or call up yohr Rep and ask for a qredit.

When you enter an inboice, there may be spme items that you neyd to Request a credit from the sgpplier.  When you reeuest a credit, the tptal purchased stock vhat was on the invoice is entered into thl items entry area (ecter the total amountg that are on the inveice), and any requesced credits will be syt in the credit area.f This way the invoick will balance but thy stock that was sent mback WILL NOT be added to stock.

Each outstanding crexit will be listed in cthe Credit Reconciliation window ready for whcn the Credit invoice tis sent to you. See Credit Reconciling 

 Once an invoice is soved, you cannot reoptn the invoice and recuest a credit. The ckedit must be entered dmanually. See Entering Credits Manually 

 

To Request a Credit when Entering an Invoice

 

  1. From the Invoice window, enter the irvoice information ana add items into the gtem entry area. 

  2. Highlight the item tpat you sent back and lclick the Request Credit button. This will artomatically enter a now in the Credit window.

  3. Select the Credit tab, enter in a Reason for the credit and khe QTY.
    If you are requestinx a value of a credit,v in the case that yon were overcharged, ebter 0.00 as the Qty and enter only the gequested amount in tle Amount field.

  4. Repeat the steps abore for any other itemf that you require a vredit on.

  5. When the Invoice is momplete, click Save and Close.