Creating a Credit

Introduction

This article shows you how to create a credit note on a Job Card. You also learn how to apply that money against a customer’s outstanding balance.

Assigning credit to a customer’s balance due is a two-step process:

• create a credit note
• allocate credit

Allocating a credit is different from a refund. For more information about refunds, see:

• Issuing a Refund

1 Opening the Job Card page

The first step is to locate a job card.

1. Scroll up to the top of the page and locate the main menu bar.
2. Click Accounts. A drop-down menu displays.
3. Click Jobs. The Jobs page displays.
4. Locate the job card you want to edit by recording a payment.
5. Click View. The Job Card page displays.

2 Opening the Credit Notes panel

The next step is to open the Credit Notes panel.

1. On the Job Card page, scroll down to Credit Notes.
2. Click the +Credit Note button.

3. The Credit Note panel displays.

3 Creating a credit note

1. With the Credit Note panel open, enter an amount.
2. The current date displays in the date box. To change the payment date, click the date box. A calendar displays.
3. Click the date you want to record for the payment. The calendar closes and the new date displays in the date box.
4. Enter a description of the credit in the box.

4. Click Save. A new panel displays. It shows the current invoice and outstanding balance. At this stage, it does not show any credit adjustments.

4 Applying the credit

The next step is to change the customer’s balance due.

1. With the new Credit Note panel open, enter a figure in the Credit Amount box. This figure should be the same as the total entered into the first Credit Note panel.
2. Click Save. The panel closes and the Job Card displays.

5 Confirming the balance change

After creating a credit note, go to the Job Card board to confirm the changes have been made.

1. Scroll down to the Credit Notes box.
2. Locate the new credit record you created above. The record should show the correct credit amount.

You can also confirm the credit adjustment by looking at the outstanding balance.

1. Scroll up to the top of the page. The OUTSTANDING balance changes. In our example, the previous outstanding balance (before the $50 credit) was $532.00.
2. Scroll down to Sales & Invoices. The Due amount also changes.