Debtors Invoice
The following has been applied to the Debtors Invoice Screen:
- Reverse Invoice [Options Menu]
NOTE: This link is only enabled, if the Payment status of the Invoice = UNPAID, the Invoice has been raised in local currency and is not a Manual Invoice.
When the Reverse link is selected, the following message will be shown:
YES – You wish to proceed with reversing the Invoice. The Input Credit Reason Code window will then be shown as a pop-up message. Once this button has been selected you have committed to raising a Credit Note for this invoice and therefore you are not able to exit from the Input Credit Reason Code window.
NO – This message will close and the user will be directed back to the Enquiry Debtors Invoice Screen.
Credit Reason Code
This window outlines the reason you wish to raise the Credit Note against the Invoice and you can add any associated notes.
Credit Reason Code – Select the Credit Reason from the drop down list.
Notes – When the Notes are entered, they are then automatically inserted in the Accounting Tab of the Job Notes, along with the Invoice Number of the Credit Note. If the Notes have not been populated, then the Credit Invoice Number is only populated in the Accounting Tab of the Job Notes.
Please see below example for your reference.
The system will then direct the user to the Debtors Invoice screen. All the Charge Codes that will be credited will auto-populate and be shown as a minus amount. You can then Print the Credit Note and Post the Invoice.
Please see below screenshot highlighted for your reference.
Once the Invoice is posted, the Credit Reason Description is then positioned at the foot of the Debtors Invoice Screen.
Please see below screenshot highlighted for your reference.
