How do I generate a credit invoice - A/R Invoice Credit Debit Memo Report

If you have manually raised a credit note from Invoices, Debit & Credit Memo Form and would like to print a Credit Invoice to reflect this this then is is done on the "A/R Invoice Credit Debit Memo Report" Form.

However, before this has been done please check the credit invoice is matched to the original invoice. - This is done by checking the AR Posted transactions detail for that Customer & Invoice No. as shown below:

If the Credit invoice has been matched, then you may proceed to the A/R Invoice Credit Debit Memo Report Form and generate the credit invoice as shown below :

 

• Related Articles

• How to allocate a Credit Memo to more than 1 invoice - AR

  During a Customer Order correction process, you may come across allocating the open Credit across different invoices. To achieve this, you need follow this process : Reapplying an Open Credit to More Than One Invoice 1 From the A/R Posted ...

• CSI Access Permissions - User Authorization Report

  There will be occasions when you need to view a defined Users security & access permissions within CSI. This can be achieved by the running the "User Authorization Report" and selecting the appropriate criteria.   The generated report is displayed in ...

• How do I generate the Job Material Pick List Report - Job Packet Form

  The Job Material Pick List report is run to identify all the items required for a specific manufacturing job. This is usually ran for open job orders that are on the system and looks similar to the one below : This report is executed from the Job ...

• How do I split a payment across multiple invoices - A/R Quick Payment Application

  If a Customer that you deal with decides to pay a single payment to settle their account which consists of multiple invoices then within CSI the A/R Quick Payment Application Form is the perfect form to use. Open up the A/R Quick Payment Application ...

• Check Purchase Orders - Purchase Order Status Report

  There are times when you would like to review the status of your Purchases\Purchase Orders.... This is easy done by running the Purchase Order Status report and selecting the appropriate selection fields - ie Order, Filled or Complete statuses... The ...