Accounts Receivable                                                   Credit Requests

How to Create a Credit Request for a Customer Invoice and 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 and automatically creates an invoice for a different customer using the same Invoice Items and/or Parts that were used on the originating customer’s invoice.  This feature would be used if you accidentally invoiced the incorrect customer.

There are three ways to begin the new Credit Request; all options are listed below.

1.  Begin The Credit Request:

·Navigate to the Main Application Tree and select Accounts Receivable/Credit Request option, then click the New button located at the lower right of the Credit Request List.

·Navigate to a Customer Explorer record; select Credit Requests from the customer tree; right-click and select the New Credit Request option.

·Navigate to a Customer Explorer record; within the Active Pane, highlight an open invoice then right-click and select the New Credit Request option.

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