Request for Credit in an Invoice

If you have received stock that was damaged or out of date. Perhaps a supplier had quoted you a price and then when the invoice came, you were charged too much. This may require that you send back stock or call up your Rep and ask for a credit.

When you enter an invoice, there may be some items that you need to Request a credit from the supplier.  When you request a credit, the total purchased stock that was on the invoice is entered into the items entry area (enter the total amounts that are on the invoice), and any requested credits will be set in the credit area. This way the invoice will balance but the stock that was sent back WILL NOT be added to stock.

Each outstanding credit will be listed in the Credit Reconciliation window ready for when the Credit invoice is sent to you. See Credit Reconciling 

 Once an invoice is saved, you cannot reopen the invoice and request a credit. The credit must be entered manually. See Entering Credits Manually 

 

To Request a Credit when Entering an Invoice

 

1. From the Invoice window, enter the invoice information and add items into the item entry area. 

2. Highlight the item that you sent back and click the Request Credit button. This will automatically enter a row in the Credit window.

3. Select the Credit tab, enter in a Reason for the credit and the QTY.
   If you are requesting a value of a credit, in the case that you were overcharged, enter 0.00 as the Qty and enter only the requested amount in the Amount field.

4. Repeat the steps above for any other items that you require a credit on.

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