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,
- Right click on required invoice preview lines to be credited and select Create Credit Lines.
- Click OK to create credit invoice.
To credit all the transactions in original invoice,
- Right click on the invoice preview header and select Create Credit Lines.
- Click OK to create credit invoice.