Accounts Receivable                                                   Credit Requests

How to Create a Credit Request for Correcting Sales Tax (continued)

3.  Select the Invoice Number - In the Invoice# field, select the Invoice to be credited off from the drop-down list.  Once an Invoice number is selected, the Requested Amount field on will automatically fill-in.

4.  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.

Sales Tax Correction Checkbox/New Tax Group/New Invoice Date – Check the box labeled Sales Tax Correction.  This will display two new fields, New Tax Group and New Invoice Date.  Select the desired New Tax Group from the drop-down list.  The New Invoice Date field will default to today's date, however this may be changed to any date as long as the accounting period is in an open status.

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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