Users within a specific role have the ability to raise full credits against invoices created within the system.
This process is done in the Job Details record rather than the Invoicing Menu.
Locate the Job
Locate the Invoice by Job Details or by Invoice search screen.
- Select the Operations category folder in the main menu and then select Job Details:
- If the Job Number is known enter this number into the Job Number field and either select Search or hit enter on your keyboard the results will appear on the bottom half of the screen as shown:
- If the job number is not known, enter as much criteria as possible within the search fields to narrow your search. Either select Search or hit the Enter button on your keyboard to return the results.
Once you have located the required job number, double click on the grey box to the left of the Job Number to open:
Raise a Credit
- Select the Invoice tab within the job:
- Open the relevant record (the one you wish to raise a full credit against) by double clicking on the grey area to the left of the Doc Number column:
- Select Functions>Full Credit.
You will be asked if you are sure you want to create a full credit for the invoice.
Select Yes to continue or No to cancel the operation.
Select OK.
- The Credit Invoice will now show in the Invoice tab:
- To Print/Export the Credit Invoice, open the relevant record, select Print>Invoice/Credit.