Credit Entry

The Invoice Entry screen also functions as a means of enter Credits (or Credit Memo). Use the form as you normally would to enter an invoice with the exception of enter negative quantities.

The process to enter a credit is similar to that of entering an invoice.

1. Go to View > Accounting > Invoice Entry.

2. Select a Location from the Ship To drop down list. (Applicable for users with access to multiple locations.)

3. Select a Supplier from the Supplier Selector window.

   • By default, the Supplier Selector window only shows suppliers for which you have purchase history.

   • Search the list by typing in the Supplier Name column. If no results are found, the Supplier Selector window automatically expands results to include all suppliers used by your organization.

4. Immediately after selecting a supplier, you will be prompted to enter your invoice information along with the first item. Begin filling out the form by entering the Invoice Date and Invoice Number.

5. Continue by selecting the first GL account you want to use by choosing it from the GL Account drop down box.

   • After selecting your first GL code, the Item Number and Item Description field will pre-populate with the GL number as the item number and the GL description as the item description. The Unit of Measure will default to EA and the Quantity will default to 1. The cursor will immediately move to the Price field.

   • Credits need to have a negative quantity in order to be presented as a negative amount.

6. Enter a Price for that particular GL code or item.

   • Click Save & New to enter a new item; click Save & Close when finished. (Note: To edit a line item, click the Edit Line image (Notepad); to remove an item click the X next to the line item. To add more items, click the Add Items button.)

7. Verify all information on the main Invoice Entry form is correct > Submit > wait for Confirmation.

Important

A Credit must have a negative quantity in order to be presented as a negative amount. The negative quantity will result in a negative extended amount and total amount and thus, interpreted as a Credit.