Difference between revisions of "How do I Do a V.A.T. only Credit?"
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* Go to {{Menu|{{SL}}|Invoice/Credit Notes}}. | * Go to {{Menu|{{SL}}|Invoice/Credit Notes}}. | ||
| − | Using the [[How do I Do a V.A.T. only Invoice?|"How do I Do a V.A.T. only Invoice?"]] knowledge base article as reference follow the steps | + | Using the [[How do I Do a V.A.T. only Invoice?|"How do I Do a V.A.T. only Invoice?"]] knowledge base article as reference follow the same steps with two small differences. |
* On the {{DataPrompt|Invoice/Credit}}, enter {{DataValue|C}} for credit. | * On the {{DataPrompt|Invoice/Credit}}, enter {{DataValue|C}} for credit. | ||
* When you get to the {{DataPrompt|Document}}, the system will pop up a screen called '''"Document To Credit Selection"''' which allows you to either: | * When you get to the {{DataPrompt|Document}}, the system will pop up a screen called '''"Document To Credit Selection"''' which allows you to either: | ||
| − | ** '''Allocate''' the | + | ** '''Allocate''' the credit to a specific invoice. |
| − | ** Leave the | + | ** Leave the credit '''unallocated''' on the customer's account. If you choose this option, when you press {{KeyPress|F5}} the system will ask '''"Is this intended as an unallocated credit?"'''. This might be because the credit note applies to more than one invoice, or because all the invoices have been paid and this credit note relates to a refund. |
***Clicking {{Button|Yes}} allows you to proceed, again following [[How do I Do a V.A.T. only Invoice?]] as a reference. | ***Clicking {{Button|Yes}} allows you to proceed, again following [[How do I Do a V.A.T. only Invoice?]] as a reference. | ||
***Clicking {{Button|No}} will take you back to the ''"Document To Credit Selection"'' screen. | ***Clicking {{Button|No}} will take you back to the ''"Document To Credit Selection"'' screen. | ||
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{{Information|title=Remember|text= | {{Information|title=Remember|text= | ||
Revision as of 11:16, 29 September 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article will explain how to post a V.A.T. only credit.
More Information
- Go to " Sales Ledger Invoice/Credit Notes".
Using the "How do I Do a V.A.T. only Invoice?" knowledge base article as reference follow the same steps with two small differences.
- On the "Invoice/Credit", enter 'C' for credit.
- When you get to the "Document", the system will pop up a screen called "Document To Credit Selection" which allows you to either:
- Allocate the credit to a specific invoice.
- Leave the credit unallocated on the customer's account. If you choose this option, when you press <F5> the system will ask "Is this intended as an unallocated credit?". This might be because the credit note applies to more than one invoice, or because all the invoices have been paid and this credit note relates to a refund.
- Clicking [Yes] allows you to proceed, again following How do I Do a V.A.T. only Invoice? as a reference.
- Clicking [No] will take you back to the "Document To Credit Selection" screen.
 | Remember:
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See Also
- How do I Do a V.A.T. only Invoice?
- How do I Find a Customer?
- How do I Post a Sales Ledger Invoice with Multiple Centres?
- How do I Find a Cost Centre?
