Creating a New Credit

Invoice Number Known

1. In Credits, enter the invoice number in the Retrieve Invoice Textbox, and then press enter or click the Retrieve button.
   1. The invoice items grid will be populated with all the schedule items belonging to the entered invoice number.
2. Press the New Credit button to generate a credit for the selected invoice.
   
   
3. Select the Reason for the Refund from the dropdown option.
   
   1. In the Invoice items grid, select the items that you wish to refund.
      
   2. Press the Toggle Selected button to set the selected items’ statuses to ‘Refunded’ with the selected reason for refund.  
      OR
      If you wish to set all the items’ statuses to ‘Refunded’ with the same selected reason for refund, press the Toggle All button.  
      OR
      In the Invoice items grid, select an item that you wish to give refund for. Click on the item’s Reason for Refund column dropdown and select a reason.
      
      Tick the checkbox in the item’s Refund Item column.
4. Make changes to the refund details of the items to be refunded, in the Invoices grid, if necessary.
   For more information on editing a Credit's Refund Details, check out our article Editing a Credit.
   
   
5. Proceed to fill out the details for the credit under the Credit Details tab
   Once the credit details, notes and attachments have been filled out, attached – Assign the credit to a manager with the appropriate permissions to review and approve by selecting the credit ‘To be followed up by’ and select save. This will send an automated email to the chosen manager.
   For more details on the Credit Details tab, check out our article Introduction to the Credits Interface.  
   
   
6. Enter any internal notes, regarding the credit under the notes tab within the details section.
   
   
7. Add attachments such as email correspondence, goods pick up forms, etc to the attachments tab in the details section if necessary.
   Check out our article Editing a Credit for more on how to use the Attachments tab.
   
   
8. Press the Save button to save all changes made to the credit.
   
   
9. Print the NCR, Goods Pickup or Credit Note documents if available and if required by pressing their respective buttons.
   

Invoice Number Not Known

1. In Credits, press the Find Invoice/Credit button to open the Find Invoice/Credit window.
   Follow our article Searching for an Existing Credit for instructions on using the Search Existing Credits Tab.
   After following this procedure, the selected invoice’s schedule items will then be loaded into the main window’s Invoice items grid.