Accounts Receivable                                                   Credit Requests

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

5.  Sign Off and Generate Credit and New Invoice – Click the Sign off button then click the Save button located at the bottom of the form.  If the User does not have permissions to generate credit memos, the Credit Request will appear in the Credit List for processing by another User with the appropriate permissions.  In this example, the User does have permission to generate the credit. 

After clicking the Save button, a message will be displayed confirming you want to credit off the balance of the invoice; click the Yes button to proceed.

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