You can send a customer a credit memo with a price reduction if the customer has received slightly damaged items or received the items late. Complete the sales credit memo as explained in To create a sales credit memo from a posted sales invoice.The copied invoice lines are inserted in the sales credit memo. Select the Recalculate Lines check box if you want the copied posted sales invoice lines to be updated with any changes in item price and unit cost since the invoice was posted.field to open the Posted Sales Invoices page, and then select the posted sales invoice record that contains lines that you want to reverse. On the Copy Sales Document page, in the Document Type field, select Posted Invoice.Choose the Prepare action, then choose the Copy Document action.In the Customer Name field, enter the name of an existing customer.Choose the New action to open a new empty sales credit memo.Choose the icon, enter Sales Credit Memos, and then choose the related link.To create a sales credit memo by copying a posted sales invoice The sales credit memo is removed and replaced with a new document in the list of posted sales credit memos. The posted sales documents that you applied the credit memo to are now reversed, and a refund payment can be created for the customer. For more information, see Set Up Document Sending Profiles. You can change the sending method by choosing the lookup button for the Send Document to field. The Post and Send Confirmation dialog box opens showing the preferred sending method for the customer. When you post the sales credit memo, it is applied to the posted sales documents.Īfter you create or edit sales credit memo lines, and the single or multiple applications are specified, you can post the sales credit memo.Ĭhoose the Posting action, then choose the Post and Send action. In the Amount to Apply field, enter the amount that you want to apply if it's smaller than the original amount.Īt the bottom of the Apply Customer Entries page, you can see the total amount to apply to reverse all involved entries, namely when the value in the Balance field is zero.Ĭhoose the OK button. The identifier of the sales credit memo displays in the Applies-to ID field. On the Apply Customer Entries page, select the line with the posted sales document that you want to apply the sales credit memo to, and then choose the Applies-to ID action. You can edit this, for example, with new information that reflects the return agreement.Įdit information on the lines according to the agreement, such as the number of returned items or the amount to reimburse.Ĭhoose the Prepare action, amd then choose the Apply Entries action. The sales credit memo header contains some information from the posted sales invoice. On the Posted Sales Invoices page, select the posted sales invoice that you want to reverse, choose the Cancel action, and then choose the Create Corrective Credit Memo action. To create a sales credit memo from a posted sales invoiceĬhoose the icon, enter Posted Sales Invoices, and then choose the related link. For more information, see Managing Payables. The bookkeeping aspects of sales returns, such as the payments to customers as reimbursement, is considered bookkeeping work and not described here.
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