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7.05 Creating a Customer

Credit
 CONTENTS

Purpose

Process Steps

Key button selections

Key reporting options

Test example question

Process Flow

Customer Credit

To create a customer credit , find the originating Customer Invoice.

This example explains how to build an invoice from the beginning

but as part of the standard business process the invoice will
usually exist after the despatch has been posted.
 STEP 1 Build Credit

1. Right click in Document Number

2. In modal, find and select Invoice
1. Find originating Invoice and
Press Build Credit

1
 STEP 2 Post Credit Note

3 4
1
2

1. Check Accounts and Posting

Date and adjust as necessary

2. Alter Qty and Value if required

(Note: stock will move if Qty
retained for a Stck line. Zero out
for value only credit)

3. Press Save

4. Press Post
 STEP 3- Print & Email options

2
4
1. Select print button
3
2. Print Model will appear

3. Select report option from drop down

list ) can be multiple options

4. Select batch, print or email

5. Press run report 5

 Test Questions

Q1. How do I do a Value only Credit for a Stock Line?

Q2. Is a Credit a different document?

A1. Zero out the quantity

A2. No its just a negative invoice