When applying a credit to a customer invoice the process is different if the invoice is posted as opposed to unposted invoices.Īpplying a Credit to an Up-Posted Invoice In Connected Business the process to apply a credit to an invoice is the same regardless of whether the Credit Memo is linked to Inventory or not linked to Inventory. Under GL Account select the desired Chart of Account Code Make sure you change the Type from Invoice to Credit Memo.Ĭlick on the Reason drop down and enter a reason if desired Select the desired customer and the Batch Form will display. The Ship to Customers tab is displayed, if you wish to use the Bill to Customer tab, select it. To create a Batch Credit Memo, do the following:Īccess the Batch option from the Customer Module and select New Batch Invoice/ Credit After the credit is created, you may apply it to any posted invoice. This option allows you create a credit for any reason and apply it to any chart of account code. When creating Credit Memos that do not link to inventory, use the Batch Menu option from the Customer Module. If you selected Ship to Customer or Bill to Customer, you will need to enter the inventory items in the middle of the screen.Īt this point the process is the same as for the Credit Memo from the RMA.Ĭreating Credit Memos that are not linked to inventory The Credit Memo Form will display and you may process the same as above. The Open RMA tab is displayed, if you do not wish to use an RMA click on one of the other three tabs: Posted Invoice, Ship to Customer, or Bill To Customer. To create the Credit Memo without an RMA do the following:Īccess the Customer Module and select the RMA/Credit optionĬhoose the New Credit Memo from the drop-down list ![]() You can also create a Credit Memo directly without an RMA. ![]() Make sure the correct payment method is displayed. If you select Create Refund a payment screen will display. Click on the desired invoice and the credit will be applied. ![]() If you select Apply to Unpaid Invoices a pop-up screen will display that lists the open invoices for that customer. If you select Create Credit a credit will be created for that customer that you may apply a portion or the full amount of the credit to one or multiple open invoices for that customer. When you click on Save, the following popup screen will display:Ĭlick on the appropriate button. The number of good items will be returned to zone 1 of your location so you can sell it and the number of Defective items will go to another zone so it will not be available to sell. Make the correct amount of each is entered. ![]() On the form you checked the two columns in the middle of the screen: Good and Defective. If an RMA is created for a potential Return, the Credit Memo Form may be accessed by clicking on the “Convert to Credit Memo” in the Toolbar of the RMA Form.Īfter clicking on the Convert to Credit Memo Button, the following form displays. The Credit Memo is created for a specific customer and then the credit created for that customer is applied to a specific invoice or multiple invoices.Ĭonnected Business has two types of Credit Memos: 1) Credit Memos linked to Returns that are connected to Inventory and 2) general Credit Memos not linked to Returns or to Inventory. Create and apply Credit Memos with Connected Business using the ERP, Ecommerce, or Point of Sale.Ĭonnected Business has two steps to the Credit Memo process.
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