Difference between revisions of "Create a Credit"
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(Created page with "#Click Billing in the left-hand menu. #Click the Credits tab. #Ensure that the A/R Account: drop-down selection is the desired account for funds to be applied against. (Accoun...") |
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#Type the credit amount in the Credit Amount field. | #Type the credit amount in the Credit Amount field. | ||
#Complete the credit information fields if needed. Credit Date defaults to the current date and the Credit Number automatically displays the next available Credit Number. Optional: Enter a P.O. Number if applicable. Select a Message if desired. Notes: is available for miscellaneous notes displayed on the credit. | #Complete the credit information fields if needed. Credit Date defaults to the current date and the Credit Number automatically displays the next available Credit Number. Optional: Enter a P.O. Number if applicable. Select a Message if desired. Notes: is available for miscellaneous notes displayed on the credit. | ||
− | :'''Note: '''If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction. | + | :::'''Note: '''If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction. |
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[[File:ChamberMaster_Billing-Create_a_Credit-CMBilling.1.056.1.jpg]] | [[File:ChamberMaster_Billing-Create_a_Credit-CMBilling.1.056.1.jpg]] | ||
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#Click to select the checkbox of the invoice(s) that should be credited. | #Click to select the checkbox of the invoice(s) that should be credited. | ||
#Type the credit amount(s) in the Credit column. | #Type the credit amount(s) in the Credit column. | ||
#Select the Assigned Item for this credit. | #Select the Assigned Item for this credit. | ||
#Click Save Credit. | #Click Save Credit. |
Revision as of 20:02, 4 September 2015
- Click Billing in the left-hand menu.
- Click the Credits tab.
- Ensure that the A/R Account: drop-down selection is the desired account for funds to be applied against. (Accounts Receivable is typically the correct account.)
- Click Select a Member.
- Click the desired Member and click Continue.
- Type the credit amount in the Credit Amount field.
- Complete the credit information fields if needed. Credit Date defaults to the current date and the Credit Number automatically displays the next available Credit Number. Optional: Enter a P.O. Number if applicable. Select a Message if desired. Notes: is available for miscellaneous notes displayed on the credit.
- Note: If Transaction Classes have been created, a Class drop-down selection will appear on the screen. Select the desired Class for this transaction.
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- Click to select the checkbox of the invoice(s) that should be credited.
- Type the credit amount(s) in the Credit column.
- Select the Assigned Item for this credit.
- Click Save Credit.