Crediting and Recharging Customer Invoices

Here you can credit some or all of an invoice, and optionally recharge items on an invoice to another customer.

When you create a credit you can immediately apply it to the invoice, or submit it for approval e.g. by a manager.

Items selected for recharge are returned to the Not Approved tab of the Prepare Items for Invoicing window.

To credit the entire invoice

When you first open the window

Select Credit only in the Credit/Recharge box (if it's not already selected).
Select one of the options in the Credit Now box.
Press the GO/Update button at bottom right.

If you selected Credit Now, the credit number will be displayed at top right of the window and in the list of items. You may print the credit by clicking the button at top right.

To credit some of the invoice

Highlight each item you wish to credit, and press the space bar to 'tag' it. A small arrow will appear to the left of the item, and the amount to be credited will be displayed in the 'Cr Value' column.
To credit less than the full amount of the time, double click on the amount in the Cr Value column, and change it.
Now proceed as a above.

To recharge some or all of the invoice

If you are recharging the entire invoice, don't select any items. Otherwise, select just the items you wish to recharge (you can recharge items to two or more different customers by selecting the items and then repeating these steps).
In the Credit/Recharge box, select Credit .. and Recharge. Note that you can't recharge items without crediting the original invoice.
In the Recharge To box at lower left, enter the account number of the customer to recharge to, or click on the words Recharge To to pick from a list of customers.
Now press the GO/Update button to perform the recharge.
Recharged items will appear in the Not Approved tab of the Prepare Items for Invoicing window. They will have been automatically repriced for the new customer (unless marked Fixed Price).

Undo

If you make a mistake, you can press the Undo button at bottom left of the window to cancel the changes you made since opening this window.

Comments

You can add some comments to the credit by entering them in the Description box at lower left.