Editing Post Credit to Invoice

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.

#       Go to the invoice you need to apply a credit to.
#       Click '''Actions''' > '''Post Credit'''.
#       In the Credit window, enter the Credit Amount and type notes if necessary. (image below)
#       Click '''OK'''.

<br>[[File:SME_CreditOnInvoice.png]]

<br>'''View the credit on the invoice'''
#       Select the '''Payments''' tab on the invoice.
#       Notice the Credit Memo applied to the invoice (Image below)
 
<br>[[File:SMEInvoice_PaymentTab_CreditMemo.png]]

<br>'''Sync the updated invoice to QB'''
<br>On the Details and Settings tab, check '''Export to QuickBooks'''
<br>Sync invoices from SME to QuickBooks
<br>Locate the invoice in QuickBooks and notice the credit line added to the invoice (image below)
<br>[[File:SMECreditAppliedToSMEINvoice.png]]
<br>
<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>In QuickBooks, click Lists > Item List and search for SMP_Credit to edit the item,
<br>- If Tax code set to '''non''' - discount is applied after sales tax
<br>- If Tax code set to '''tax''' - discount is applied before sales tax (image below)

<br>[[File:SMP_CreditTaxSettings.png]]


== Post Credit to a Closed Invoice in SME ==
Go to the Closed Invoice and click '''Actions''' >''' Post Credit'''
<br>[[File:ClosedInvoice_ApplyCredit.png]]
<br>The following message will open: The Invoice has been closed. Issue Refund?
<br>[[File:InvoiceClosed_IssueRefund.png]]
<br>Click '''Yes''' to proceed
<br>The following message will open: Apply difference as account credit?
<br>[[File:ApplyDifferenceAsAccountCredit.png]]
<br>Click '''Yes''' and an Open Undistributed Payment will be created in SME.
<br>Click '''No''' and a Distributed Refund Amount will be created in SME.
<br>In the Credit window that opens, enter the '''Credit Amount''' and a '''note''' if needed.
<br>[[File:EnterCreditForPaidInvoice.png]]
<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>[[File:RefundLIneItemONQBInvoice.png]]
<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]]