Overview
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If your company sells by the unit, this option will help you issue credits on those units in case something happens after they are shipped to the customer. |
The process is basically the same as regular credits. Here are is the step by step instructions guide to properly ensure you do it properly:
- Go to Order Entry > Add/Edit Credit and search for the invoice that you want to add a credit to; then click on thethe Add/Edit Credit link located under the "Actions" column.
Select the Units tab to start adding credits on the units previously sold.
Type in the quantity of units that you want to issue a credit for, then press either "Enter" or "Tab" on your keyboard so the system calculates the credit amount (clicking on the "Credits" text box will also do the trick).
- Click on the "Choose" link located under the "Credit Reasons" column to specify the reason why you are issuing the credit.
Depending on your company role, you can either approve the credit or submit it for review.
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