Once a job has been invoiced, in order to change the invoice amount or delete it entirely, it is necessary to create a Credit Job.
Note: This procedure depends on information entered earlier in the Tutorial. If you are jumping in to review a procedure, start with ‘Preparing a Customer Invoice’ above.
ABC Plumbing received their invoice and called to complain about the freight charge. Since they are such a good customer, we have decided to give them credit for the freight charge.
With job number 1010 loaded on the Order Entry screen, select Actions > Credit Job.
Click OK to accept the Credit Job Number.
A new job has been created giving credit for both the freight and the item ordered. Since we only want to credit the freight charge, we need to make some changes to the Line Item.
double-click on the line item ABC14 to initiate the Line Item dialog.
Change both the Unit Price and Unit Cost to 0 (we only want to credit the freight charges) and close the Line Item window.
Near the middle of the Order Entry screen, you will see a button labeled ‘Add’. Click it and type Freight credit only in the Add Job Note Dialog. Click OK when you are finished.
Select Actions > Invoice Customer.
Select Next to close the View Sales Tax dialog box and continue invoicing.
Click Continue Invoicing on the Financial Review window.
Select Next to close the Shipping Information dialog box.
Click Finish to complete the invoicing process.
The invoice is now prepared. The Print Preview window allows the operator to view the document and check everything before moving on to the next job. Notice that the Unit Price and Extension are 0.00 and the words CREDIT MEMO appear at the bottom of the document. ABC Plumbing is now credited for the freight charge.
Close the Print Preview window.
