Credit an Existing Transaction

Follow the steps below to credit an existing transaction:

 

Step Action Illustration

1

 From the Home screen, click Receivables and from the menu select Billing.

2

 At the right of the screen, click the Search icon to see the following search fields:
  • Transaction Number
  • Transaction Date
  • Bill-to Customer Account Number
 
Enter information into the fields provided and click Search.

3

 The results display on the screen.  Click the number of the transaction needed to open it on the screen.

4

 The transaction displays on the screen.
From the menus at the top right, click the Actions menu.
 
Select Credit Transaction from the list.

5

 In the Transaction Amounts section, enter the appropriate amount in any of the following to be credited:
  • Credit Percentage
  • Tax
  • Freight

 

Entering the percentage will automatically populate the Amount with the entered percentage amount.

6

 When the amounts have been entered into the fields provided, scroll back to the top of the screen and click Complete and Close.

7

 The Credit Memo now displays on the Manage Transactions list.
 
Click Done.

Updated 9/20/2018 JM