Editing Post Credit to Invoice
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 48: | Line 48: | ||
<br>[[File:EnterCreditForPaidInvoice.png]] | <br>[[File:EnterCreditForPaidInvoice.png]] | ||
<br>Click '''OK'''. | <br>Click '''OK'''. | ||
− | <br>Check '''Export to QuickBooks''' on the invoice to sync the invoice back to QuickBooks with the refund. The refund pass through SMP_Refund on the QB invoice (image below). Note the payment will be taken off the invoice in QB. Reapply the payment in QB | + | <br>Check '''Export to QuickBooks''' on the invoice to sync the invoice back to QuickBooks with the refund. The refund pass through SMP_Refund on the QB invoice (image below). Note the payment will be taken off the invoice in QB. Reapply the payment in QB. |
<br>[[File:RefundLIneItemONQBInvoice.png]] | <br>[[File:RefundLIneItemONQBInvoice.png]] | ||
=== Taxcode on Refund === | === Taxcode on Refund === | ||
<br>Make sure you have the SMP_Refund item setup. The tax code set on the items determines if the refund is applied before or after sales tax. Also set the Account on the item. | <br>Make sure you have the SMP_Refund item setup. The tax code set on the items determines if the refund is applied before or after sales tax. Also set the Account on the item. | ||
<br>[[File:SMP_RefundSettings.png]] | <br>[[File:SMP_RefundSettings.png]] |