Accounts Receivable Credit Requests Credit Request for an Invoice and Invoice Another Customer
How to Create a Credit Request for a Customer Invoice and Invoice Another Customer (continued)
5. Sign Off and Generate Credit and New Invoice – Press the Sign off button then press 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 pressing the Save button, a message will be displayed confirming the User want to credit off the balance of the invoice; press the Yes button to proceed.
6. Verify the new Invoice & Save – Once the credit memo has been generated, the invoice form will be displayed for the new customer to be invoiced. The same Invoice Items and/or Parts that were on the invoice that was credited off will be listed in the body of the new invoice. The User may flag the invoice to go to the printing queue and change or enter additional information into the Memo field. When finished, press the Save button located at the lower right of the invoice form to post the invoice.