A Credit or Debit Memo is used to create an Invoice for a specific Customer when an Order is not used to create an Invoice.
Pre-Requisites
Step-by-step guide
- Access the Logistics module.
- Click Adjustment Entry.
- Click New in the ribbon bar.
- Locate a Customer using the Customer Search form.
- Click OK.
- Optional: Specify any header information such as PO #, Invoice Date, or Comments.
- At the bottom of the grid lines, click the plus sign + to add a new line to the grid.
- Specify a Misc. Charge.
- Optional: Specify an Inventory Type and Item # that the Credit / Debit Memo line is for.
- Optional: Specify a Quantity.
- Optional: Specify a Unit Charge.
- Specify an Amount.
- Optional: Specify any other line item options such as Reason Code or Comments.
- Repeat step #7 to #13 to add additional lines to the Credit / Debit Memo.
- Click Save in the ribbon bar.
When saving, if all required fields have been completed, the Invoice # field will be populated with Division Code - Invoice #. If not, please check the screen and different tabs for incomplete fields.
| Video |
|---|