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8-4 Credit an Invoice

Crediting an Invoice​

Table of Contents​

Crediting an Invoice 2

Processing Summary 2

Processing Dialog 2

Crediting an Invoice​

Processing Summary​

  • Work With Receivables
  • Credit an Invoice

Processing Dialog​

To credit an invoice, from the "Work With Receivables" panel go to the A/R Main Menu .  Below is an example of the Work With Receivables screen:

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Work With Receivables

  • Locate the appropriate invoice and place option "Credit Invoice" beside the invoice, and press <Enter>.

NOTE: You may only credit an invoice that has a status of DU (Due).  The following pop-up window appears:

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Credit an Entire Invoice

  • Key in the reason for the - credit - and press <Enter>.
  • Press <Enter> again to confirm this operation. - Credits - will be issued for each detailed transaction line on the invoice.

You are returned to the "Work With Receivables" panel where the status of the invoice has changed to PD for paid.  The user is no longer able to adjust or delete this invoice.