How to credit someone for an over charge
How to credit someone when one item on an invoice has been overcharged and the invoice has been posted.
Item 4 in this instance should have been priced at 10.00 instead of 12.44
Click into the relevant invoice, by using either the search document option or by going into the customer trader card financial ledger
1. Click on the reverse button.
A sales credit is created for all the items on the sales invoice.
1. Highlight and delete the lines that are not to be credit, so in this instance lines 1 - 3
1. Change the price on the credited item to the amount it was overcharged by, in this instance it is 2.44 plus the vat.
2. Make sure the affect stock box is unticked.
3. Print or email the sales credit as usual.
Add your comment