Creating a Credit Invoice

To create a credit invoice on the customer's account for the amount returning, select 'Credit Invoice' from the Return Method drop down list. 'Credit Invoice' should be the last return method listed. If 'Credit Invoice' does not appear in the list, you must add Category 899 'Create Credit Invoice' to 'Categories' on the Inventory Maintenance menu. Follow the procedure outlined below:

  1. Click the Cancel button to clear the 'Return Payments' window from the screen.
  2. Click Maintenance on the menu bar.
  3. Click Inventory Maintenance.
  4. Click Categories.
  5. Add the refund category 899, referring to 'Categories' for information.
  6. Close the 'Edit Categories' window when the new category has been added.
  7. You should now be back on the Merchandise Return window. Click the Save button on the Merchandise Return window in order to re-open the 'Return Payments' window. Create Credit Invoice will now appear as the last option in the Return Method drop down list.

The credit invoice may then be applied to outstanding invoices in 'O/A Payments' on the Daily Posting Modules menu or in POS. Refer to 'Applying a Credit Invoice to an Outstanding Invoice' for more information.

The credit invoice may also be applied directly to a future sale. Refer to 'Applying a Credit' for more information.