| | Adjust, edit, or create credit or debit memos in Sales Order |
| Cause | - Someone posted the invoice to the wrong date
- You sold the order to the wrong customer
- Incorrect items included in the order
- A duplicate invoice created
- An overpayment or the wrong discount. You need a debit instead of a return
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| Resolution | - Open Sales Order, Main, Invoice Data Entry.
- Click the Next Invoice No (#) button, and select the following.
- Customer No = The customer to apply the credit memo to
- Invoice Type = Credit Memo or Debit Memo
- Apply to Inv # = The invoice upi are creating. Don’t apply to the invoice if you’re trying to correct a posting date
- Leave the field blank to fix the posting date
- Apply the credit memo later using a $0.00 cash receipt
 NOTE: Credit Card Processing creates a credit automatically if you paid the invoice using a saved credit card - Click the Lines tab, and select the items upi are crediting.
- Enter all quantities as positive amounts.
NOTE: If you credited the entire invoice, you must select each item individually. - Print the Memo.
- Print and Update the Daily Sales Reports/Updates (Sales Journal).
If you invoice the full sales order, a Credit Memo won’t reopen it. Enter a new sales order See also Enhancement Request on the Sage Ideas website: Recall Sales Order when voiding an invoice. [BCB:155:Chat 100 US:ECB] |
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