Editing Post Credit to Invoice
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+ | If you are syncing SME with QuickBooks, you will want to enter your credits in QuickBooks. Click [[Credits Entered in QuickBooks]] to see how the QB Credit syncs to SME. If you aren't using QuickBooks, you can apply a credit to an invoice in SME and a credit memo is generated in the Receivables module. | ||
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# Go to the invoice you need to apply a credit to. | # Go to the invoice you need to apply a credit to. | ||
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# Click '''OK'''. | # Click '''OK'''. | ||
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− | + | [[File:CreditAmount.jpg]] | |
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− | + | <u>View the credit on the invoice:</u> | |
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− | < | + | # Select the Totals tab on the invoice. |
+ | # Locate the Credits field. The credit posted will be populated here. Notice the Balance Due field. | ||
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+ | <u>Review the credit memo in Payments:</u> | ||
+ | # In the Invoice, select the '''Payments''' tab. | ||
+ | # Double click on the credit on the payment tab. | ||
− | + | The Credit Memo will open in the Payments section of the Receivables module. (image below) | |
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