Accounts Receivable                                                   Credit Requests

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

Once the credit memo has been generated, a new Invoice is automatically created and posted for the new customer to be invoiced.  The same Invoice Items and/or Parts that were on the original invoice that was credited off are used to build the new invoice. 

It is a good practice to open the newly created invoice to review the information and make any necessary changes.  You may flag the invoice to go to the printing queue and change or enter additional information into the Memo field.  When finished, click the Save button located at the lower right of the invoice form to save any changes made to the new invoice.  Permissions are required to be able to make changes to the invoice.

New Invoice Created by the Credit Request process:

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