Articles
Create a Credit Request Overview and Topics
There are five different types of Credit Requests from which the User may choose depending on the situation. Each of the types are listed below. For instructions on how to use each Credit Request Type, click on the links below. Credit Template ...
Create a Credit Request-Credit Template
When creating a Credit Request using a Credit Template, the User may select any Invoice Item and/or Parts. The User Group security controls the amounts for which the User will be able to sign-off. The Credit Template assigns the next invoice numbe...
Create a Credit Request-For a Particular Invoice
A User may enter a Credit Request and specify a particular customer invoice for which a credit memo will be generated. This may be done for invoices that have or have not been partially paid with a customer payment or a Credit Memo. For the User t...
Create a Credit Request-Job Invoice
The process for creating a Credit Request for a Job type invoice, is almost identical to creating a Credit Request for a specific invoice; the only difference is where the User begins the Credit Request. 1. Open the Job record for which a Job Invo...
Create a Credit Request-One Particular Invoice & Invoice Another Customer
A User may create a Credit Request for a selected invoice on a customer account and at the same time select a different customer for which you want to create a new invoice. Using this option, the application credits off the invoice on one customer ...
Create a Credit Request-Partially Paid Invoice
A User may enter a Credit Request and specify a particular customer invoice (where credits or payments have been applied) for which a credit memo will be generated. For the User to be able to completely process a Credit Request for a partially paid...
Create a Credit Request-Sales Tax Correction
If a Customer invoice was created using the incorrect Tax Group (user error or preference), you may use the Sales Tax Correction option with Credit Requests. Using this method, you would select the Invoice, and on the Credit Request form, you would...