Create a Customer Credit
- On a Customer record, click on the Invoices tab
- Click on the ADD icon and select Create a New Credit. An Unposted Invoice will open in a new tab. The Type will automatically set to CREDIT.
- On the Invoice created, put the form in EDIT mode and 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 icon and select Add Sale Item
- Enter the Credit Amount in the Price column (it does not matter whether this is positive or negative). This may be edited directly in the grid by double clicking in the cell.
- Click the SAVE icon on the Invoice form
- Click on the AR Journal tab to view
- Highlight the new Sale Line Item in the AR Journal tab and from the Extended Menu, select Post This Credit