How do I credit a unit?

Summary

This article explains how to raise a credit note for a vehicle.

More Information

Go to " Unit Sales Vehicle Credits".

• At "Vehicle Code :", enter the 'Stock Number' of the vehicle that you wish to credit.
• Press <Enter>.

• The system will automatically fill in the 'Description' from the vehicle stock details.

• The system will automatically fill in the original 'Sale Date'.

• At "Do you want to credit this vehicle?", check that it is the correct vehicle and then click [Yes].

• A Vehicle Credit Note will now be printed.
• At "Do you want to Accept, Ignore or Re-print the document?", check the print-out and confirm that it is correct.
• If it is all OK, click the [Accept] button.

• If you see "Do you want to log this payment into the till?", click [Yes].
• You should see the message: ""All invoice postings have been reversed."".
• Click [OK].

Important:  Make sure to double check the vehicle you are crediting is the one you actually want to credit. Invoicing it again can be a chore!

Checking the Vehicle Credit

Vehicle Details

The system will reverse all transactions and clear out the Sales details on the Vehicle, but it is always a good idea to check the details of the vehicle that has been credited.

PLEASE NOTE:  The vehicle status will be 'In Stock', and the "Sales" tab information will have been blanked out.

Accounting Details

Now that you know the vehicle details have been reversed, check the customer's account and make sure that they have been credited.

• Go to " Sales Ledger Customer History".
• Type the customer's account code and press <Enter>.
• Press <Enter> again to display their history. Check for the credit note against the original invoice. This credit posting will correspond to the print-out you have in hand.
• If there is a part exchange involved, you should check that this has been dealt with according to whether you have kept it in stock or returned it to the customer.

See Also

• Getting Started - Vehicle Sales
• Getting Started - Workshop
• Getting Started - Stock Control
• Recommended Vehicle Sales Routines
• Creating a New Vehicle
• Creating a Used Vehicle
• How do I Create a New Finance Company?
• Selling a Vehicle
• How do I get a Valuation of Vehicle Stock?
• How do I refund a vehicle deposit?

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