Difference between revisions of "Create a Credit"
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− | #Click Billing in the left-hand menu. | + | #Click '''Billing''' in the left-hand menu. |
− | #Click the Credits tab. | + | #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.) | + | #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 '''Select a Member'''. |
− | #Click the desired Member and click Continue. | + | #Click the desired Member and click '''Continue'''. |
− | #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. |
− | #:::[[File:ChamberMaster_Billing-Create_a_Credit-CMBilling.1.056.1.jpg]] | + | #: |
+ | #::[[File:ChamberMaster_Billing-Create_a_Credit-CMBilling.1.056.1.jpg]] | ||
+ | #: | ||
#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'''. |
Latest revision as of 20:06, 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.
- 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.