Accounts Receivable                                                   Credit Requests

How to Create a Credit Request for a Customer Invoice and Invoice Another Customer (continued)

4.  Select the Customer to Invoice - Select the checkbox Invoice Issued to Wrong Customer which is located to the right of the customer name display box, and enter or lookup the customer number for which a new invoice will be created.

Note: A new invoice will not be created for the selected customer until the Credit Memo is generated for the Credit Request being processed.

5.  Fill in the Credit Request form – Once the invoice number has been selected, the Requested Amount will automatically fill in with the amount of the Invoice.  Enter the remaining information on the Credit Request form.

Reason – This is a required field; select the Credit Reason from the drop-down list in this field.

Memo – The User may enter a note in the Memo field to describe why the invoice balance is being requested for a credited-off.  This field is optional.  If the Credit Memo is to be printed and sent to the Customer, this information will be printed.

Assigned To – This may automatically fill with the next User who is responsible for signing-off on the Credit Request.  If this field does not auto fill, the User may select a name from the drop-down list to which the Credit Request will be assigned for further processing.  If the User creating the Credit Request has the appropriate permissions, the credit memo may be generated by pressing the Save button located at the lower right of the form.

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