Video: Creating a Customer Credit
- In the navigation panel, double-click Relationships, then click Customer Transactions.
- Click Credits
Click New. The New Customer Credit window opens.
- Enter header details for the credit:
- Select the customer who the credit is for.
- Enter a description that best describes the credit.
- The date is automatically set to today's date, but you can change it if you need to.
- Click down to under the Line Items tab.
- Enter line information:
- For the Account Site, select the correct General Ledger Account.
- The description will populate from the description entered at the header level. If you wish to have a different description on the line level you can override the existing one.
- Enter either the valueex or the valueinc and the tax code.
- If you want to add a note for the credit, click Note in the ribbon.
- When you have finished, you have three options.
- Click Finalise to finalise the credit without allocating it
- Click Finalise and Allocate to finalise the credit and allocate it against an invoice
- Click Finalise and New to finalise the credit without allocating it, and start another customer credit transaction.