accountsreceivable:maintenance:creditmemo
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| accountsreceivable:maintenance:creditmemo [2019/07/01 20:00] – emoreno | accountsreceivable:maintenance:creditmemo [2022/08/02 15:37] (current) – emoreno | ||
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| Line 17: | Line 17: | ||
| ^Credit Memo Number|Type a credit memo number. Leading zeros are not required. If left blank, a new credit memo for the associated invoice can be created. The credit memo field must be blank to add a new credit memo. The credit memo number is auto-assigned when the credit memo data is saved. Once the credit memo is saved, the record cannot be edited. If you need to make additional changes to the same invoice, delete any numbers that are displayed in the **Credit Memo Number** field and click **Retrieve** to create a new credit memo.| | ^Credit Memo Number|Type a credit memo number. Leading zeros are not required. If left blank, a new credit memo for the associated invoice can be created. The credit memo field must be blank to add a new credit memo. The credit memo number is auto-assigned when the credit memo data is saved. Once the credit memo is saved, the record cannot be edited. If you need to make additional changes to the same invoice, delete any numbers that are displayed in the **Credit Memo Number** field and click **Retrieve** to create a new credit memo.| | ||
| - | Click **Retrieve**. The following invoice details are displayed. | + | VCV Click **Retrieve**. The following invoice details are displayed. |
| + | |||
| + | * **Invoice Nbr** | ||
| * **Requested By** | * **Requested By** | ||
| + | * **Attention** | ||
| * **Customer Nbr** | * **Customer Nbr** | ||
| * **Customer PO #** | * **Customer PO #** | ||
| + | * **Street Address** | ||
| * **Customer Name** | * **Customer Name** | ||
| * **Reference** | * **Reference** | ||
| + | * **City** | ||
| * **Print Invoices** | * **Print Invoices** | ||
| * **Date Requested** | * **Date Requested** | ||
| + | * **State/ | ||
| * **Invoice Status** | * **Invoice Status** | ||
| * **Due Date** | * **Due Date** | ||
| - | * **Attention** | ||
| - | * **Street Address** | ||
| - | * **City** | ||
| - | * **State/ | ||
| * **Phone Number** | * **Phone Number** | ||
| Line 37: | Line 39: | ||
| ====Apply a credit memo:==== | ====Apply a credit memo:==== | ||
| - | Under **Products**, | + | VCV Under **Products**, |
| Line 49: | Line 51: | ||
| - | Under **Budget Accounts**, a list of the invoice account codes to which a credit memo can be credited is displayed. | + | VCV Under **Budget Accounts**, a list of the invoice account codes to which a credit memo can be credited is displayed. |
| ^Account Code|The account code which is to receive the funds from the credit memo is displayed.| | ^Account Code|The account code which is to receive the funds from the credit memo is displayed.| | ||
| Line 63: | Line 65: | ||
| - | Click **Save**. A credit memo number is automatically created for the transaction and will be associated with the invoice number. | + | VCV Click **Save**. A credit memo number is automatically created for the transaction and will be associated with the invoice number. |
| ====Other functions and features: | ====Other functions and features: | ||
| ^Retrieve|{{page> | ^Retrieve|{{page> | ||
| - | ^Print|Click to print the Customer Copy and District Copy of the credit memo transaction.| | + | ^Print|Click to print the credit memo information. The **Print** button is only displayed if a credit memo number is retrieved for an invoice. If the invoice does not have a credit memo number or if the invoice is retrieved without the credit memo number, the **Print** button is not displayed.| |
accountsreceivable/maintenance/creditmemo.1562011210.txt.gz · Last modified: 2019/07/01 15:00 (external edit)