Editing Post Credit to Invoice
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Click '''[[Credits Entered in QuickBooks]]''' to see how the QB Credit syncs to SME. | Click '''[[Credits Entered in QuickBooks]]''' to see how the QB Credit syncs to SME. | ||
− | + | <br>You can apply a credit to an invoice in SME and a credit memo is generated in the Receivables module. | |
− | You can apply a credit to an invoice in SME and a credit memo is generated in the Receivables module. | ||
# 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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<br>[[File:SMECreditAppliedToSMEINvoice.png]] | <br>[[File:SMECreditAppliedToSMEINvoice.png]] | ||
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<br>On the QuickBooks invoice, the credit passes through SMP_Credit. | <br>On the QuickBooks invoice, the credit passes through SMP_Credit. | ||
<br>Make sure you have the''' tax code''' set the way you need on your SMP_Credit set and the '''Account''' set to what you need. | <br>Make sure you have the''' tax code''' set the way you need on your SMP_Credit set and the '''Account''' set to what you need. | ||
<br>In QuickBooks, click Lists > Item List and search for SMP_Credit to edit the item, | <br>In QuickBooks, click Lists > Item List and search for SMP_Credit to edit the item, | ||
− | <br> | + | <br>If Tax code set to '''non''' - discount is applied after sales tax |
− | <br> | + | <br>if Tax code set to '''tax''' - discount is applied before sales tax (image below) |
<br>[[File:SMP_CreditTaxSettings.png]] | <br>[[File:SMP_CreditTaxSettings.png]] | ||
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