This guide will walk you through the process of creating a sales credit and applying it to an invoice. This allows you to reduce the cost of a customer’s bill in case of a mistake or to provide a complimentary service.
Creating a Sales Credit
Select Sales Documents.
Click on the Credits tab within the Sales Documents page.
Create a New Sales Credit
Click on the New button to create a new sales credit.
Add the customer and vehicle information associated with the invoice. (1)
Add the item the credit is for by clicking on the category (e.g., parts, labor, tyres, etc.). For this example, we will click Parts. (2)
Select the item for the credit and click Save to add more items or Save and Close to close the window.
Click Save to create the sales credit.
Allocating Credit to an Invoice
Return to the Credits page. Right-click on the newly created credit and select Sales Invoice Allocations.
Click New and choose the invoice to which the credit should be allocated. Confirm that the allocated amount is correct. Click Allocate at the bottom of the page to apply the credit to the invoice.
Viewing Credit Allocation
To view where the credit has been allocated, select the credit, then click Edit (or double-click on the credit). Click on the Sales Refunds tab to see the allocation details.
Creating a Credit from a Sales Invoice
Go to the Financial > Sales Documents.
On the invoice tab, right-click on the invoice you want to credit. Choose Convert to Sales Credit from the options provided.
In the edit sales credit window, you can remove specific items if you do not wish to credit them. Alternatively, you can leave the credit as it is to apply it to the entire invoice. Click Save to finalize and save the credit.
Allocate the Credit
Navigate to the Credits tab to access the credits list. Right-click on the newly created credit and select Sales Invoice Allocations.
Click New and choose the invoice to which you want to allocate the credit. Click Allocate to apply the credit to the invoice. After allocating the credit, click Close to complete the process.
