Create Credit Invoice

Explanation

This activity is used to create a credit invoice for a customer order that has been invoiced to a customer.

Prerequisites

In order to perform this activity,

• A work task must exist.
• A sales line must exist with the state Transferred.
• The customer order must have been Invoiced/Closed.

System Effects

As a result of this function,

• A Sales line with the state invoiceable will be created automatically with a minus Qty to Invoice as the original sales line. This sales line will be transferred to a new customer order to credit the invoiced amount.
• Another sales line with the default state not invoiceable will be created with the same information as the original sales line. This sales line can be used if it is required to invoice the customer with a corrected price or quantity.

Window

Invoice Preview

Related Window Descriptions

Invoice Preview

Procedure

To credit selected transactions in original invoice,

1. Right click on required invoice preview lines to be credited and select Create Credit Lines.
2. Click OK to create credit invoice.

To credit all the transactions in original invoice,

1. Right click on the invoice preview header and select Create Credit Lines.
2. Click OK to create credit invoice.