Create a Customer Credit
- On a Customer record, click on the Invoices tab
- Click on the ADD button and select Create a New Credit
- On the Invoice created, select the appropriate Branch, Department and Sale Type
- Select a Date – this is the date the Credit will be applied
- Click on the Line Items tab
- Click on the ADD button and select Add Sale Item
- Enter the Credit Amount in the Price column (it does not matter whether this is positive or negative)
- Click the SAVE button on the Invoice form. A Credit form will open
- Click on the AR Journal tab to view
- From the Credit form Extended Menu, select Post This Credit