When products delivered to your customers are unacceptable (because of spoilage, driver error or other reasons), you need to issue credit to your customer. Issuing a credit memo with the returned items on it will update the customer's account balance to reflect credit for the returned items. Depending on the reason for the return, you may also have to update your inventory.

 

▪Using the entrée invoicing system you can create credit memos for your customers.

 

▪The window layout and most of the controls are identical to the ones used to create a regular invoice.

 

▪This section will outline the differences you will see when creating a credit memo as opposed to a regular invoice.

 

•In V4.0.40 A new feature has been added where you can easily mark an item for Return Authorization using a Credit Memo and manage it in Assign Routes.  

 

•In 4.0.39 this process was updated so that Credit Memos that have been moved to history can be re-assigned.

 

Using the Invoice for your Credits

Instead of creating a traditional credit memo as outlined in this section, you can credit items on the original invoice and print a "corrected" invoice. This behavior only occurs when System Option #75 is enabled. When it is disabled you will not have access to the Credit mode option.

 

 

1.Select the Change Invoice/Credit Memo from the Invoices menu.

 

2.Enter the original invoice number and press the Enter key.

 

3.Select the Credits edit mode.

 

4.Add the items to be credited to the line item grid

 

5.Click the OK button to save the invoice.

 

6.Print the corrected invoice so the accounts receivable and inventory files get properly updated.