How do I credit a unit?
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Summary
This article explains how to raise a credit note for a vehicle.
Additional Information
Go to "Unit Sales" -> "Vehicle Credits".
- At "Vehicle Code :", enter in the 'Stock Number' of the vehicle that you wish to credit. T
- Press <Enter>.
- At "Description :", the system will automatically fill in the vehicle 'description' from the vehicle stock details.
- At "Sale Date :", as with the "Description :", 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.
Another screen prompt may appear asking "Do you want to log this payment into the till?" click the [Yes] button. Finally a screen prompt will appear notifying you that "All invoice postings have been reversed.". Press <Esc>.
 | The only way to reverse a credit vehicle is to manually re-invoice the vehicle back out through the normal process. Make sure to double check the vehicle you are crediting is the one you actually want to credit. |
Checking the Vehicle Credit
The system will reverse all transactions and clear out the Sales details on the Vehicle. It is always a good idea to check the vehicle stock properties for the vehicle that has been credited. Note that the vehicle status will be back in stock. Also note that the sales information tab will also be blanked out.
Now that you know the vehicle details have been reversed, it is time to check the customer's account and make sure that they have been credited. To do this go to: "Sales Ledger" -> "Customer History". Type in the customer's account code on the "Account :" field and press <Enter>. On the "Document :" press <Enter> to display their history. Check for the credit on the date that we entered the system with. This credit posting will correspond to the print out you have in hand.
See Also
