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Giving Credit to a Customer

To give credit to a customer

  1. Go to Revenues > Billing > Credit Memos.

  2. Click Add.

  3. Enter the following, as required:

  4. Ref. Invoice No. (Enter the printed invoice or printed billing memo number referenced by this credit memo. Click the Lookup icon to select the invoice or billing memo number if needed.)

  5. Reason Code (Select code 99 only if you find mistakes after an invoice or billing memo has been printed, or if it is printed in the wrong week.)

  6. Subsection No.

  7. Unit Number, UFS Customer ID, Bill To and Remit To automatically populate.

  1. Select the Description column and enter the description of the item being credited to the customer.

  1. Enter the following, as required:

  2. Customer Reference (Enter information the customer requires for reference, such as department numbers, customer account numbers, or contract paragraph references.)

  3. Amount (Enter the amount being credited or charged.  Enter the value as a negative (-) number if  crediting an account, or as a positive (+) number if charging an account.)

  4. Account No. (Enter the account number being credited or charged. Enter the original account number used on the invoice you are crediting.)

Note: If you do not remember the account numbers that exist, click Accounts.  Select the appropriate account number, and click OK.

With a credit inserted, the credit invoice is updated by completing any calculations and carrying the totals over to Amount.

  1. Repeat to add more user description lines as required.

  2.  Add the credit memo.

Question: What is the difference between the procedures for canceling a partial invoice and this process.

NOTE

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