Entering Credits Manually
Manual credits will not appear in the
Credit Reconciliation window.
If you have requested a credit through an invoice and want to reconcile them, See Reconciling Credits
To Enter a Credit Invoice
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Click Invoices
from the Button Bar. -
or from the Upper Menu, click Purchasing | Invoices.
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Under New, click Credit.
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A message will appear, Please enter amounts for Credit Invoices using negative values.
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Choose the Supplier, Invoice Date, Invoice # and the Invoice Total, this will be a negative amount.
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Select the Items or list the Expenses that pertain to the credit.
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Click Save.
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The Credit will be listed as a type C in the Select Invoice window.
Do not enter a credit as a positive number
with a negative price.
E.G. Do not credit 1 case of
juice for -$23.00. Item Unit Costs are never negative. Credit -1 case of
juice at $23.00. The total in the totals column will be
-$23.00.
Request for credit