Editing Post Credit to Invoice
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+ | 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. | |
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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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<br>[[File:SME_CreditOnInvoice.png]] | <br>[[File:SME_CreditOnInvoice.png]] | ||
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<br>'''View the credit on the invoice''' | <br>'''View the credit on the invoice''' | ||
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# Select the '''Payments''' tab on the invoice. | # Select the '''Payments''' tab on the invoice. | ||
# Notice the Credit Memo applied to the invoice (Image below) | # Notice the Credit Memo applied to the invoice (Image below) | ||
<br>[[File:SMEInvoice_PaymentTab_CreditMemo.png]] | <br>[[File:SMEInvoice_PaymentTab_CreditMemo.png]] | ||
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<br>'''Sync the updated invoice to QB''' | <br>'''Sync the updated invoice to QB''' | ||
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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. Make sure you have the tax code set the way you need on your SMP_Credit set. | |
− | + | <br>If Tax code set to '''non''' - discount is applied after sales tax | |
− | <br>On the QuickBooks invoice, the credit passes through SMP_Credit. | + | <br>if Tax code set to '''tax''' - discount is applied before sales tax (image below) |
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<br>[[File:SMP_CreditTaxSettings.png]] | <br>[[File:SMP_CreditTaxSettings.png]] | ||
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