How do I credit a workshop invoice?
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Revision as of 09:42, 8 January 2019 by Les Ward (talk | contribs) (Les Ward moved page How do I Credit a Workshop Invoice? to How do I credit a workshop invoice?: Lower case headings (Except options))
Summary
This article will describe how to credit back a Workshop Invoice, once it has been completed.
More Information
Once a Workshop Job has been invoiced out and completed, it is possible to reverse this transaction in part or all together. To be able to do this you will first need to get to the completed and invoiced Workshop job.
- Go to " Workshop Workshop Diary".
- Find the job by searching for it using <Ctrl+F1>, and click [Edit].
Crediting the Workshop Job
Once in the "Workshop Job Properties", press <F6> or click [Invoice]. This will take you to the "Job Details" screen. This is the place where you would have added parts and labour.
However the "Total:" will be '0.00'. (This is due to the items being invoiced already!)
- Press <F8> to credit the invoice.
- A prompt will appear asking "Do you want to raise a credit for invoiced items on this job?". Click [Yes].
- This will then take you to the "Document Control" screen, which shows the amount to be credited. If this figure is correct, then proceed. If not then press <Esc>.
- This will take you back to the "Job Details" that will show all the items in the list (Tagged) as a minus quantity are the ones which make up the creditable amount.
- If you wish for the item not to be credited you will need to un-tag the item by pressing the <Down Arrow> key to the relevant item and then pressing <U>.
- Once the desired items are all flagged up to be credited, press <F7> or click [Invoice] to credit the items.
- A screen prompt will appear asking "Do you want to print tagged or untagged items?". Click [Tagged] which will take you to the "Document Control" screen that will show you the total credited amount.
- Once happy with the total amount to be credited, press <F7> or click [Invoice] to continue to post the credit.
- The vehicle service dates screen will appear, asking for the "Next Service Due ;". Click the [Printer] button at the bottom of the screen, and <Enter> to accept the information.
- Check whether a payment was posted against the original invoice. If so, select the same payment method as the original and then click [Post]. If no payment was posted, type 0 in the "Payment" column and then click [Post].
- This will then print the credit note. Check that it is correct and click [Accept]. If it is wrong, click [Ignore].
- Another screen prompt may appear asking "Do you want to log the payment into the till?". Click [Yes] which will then log the refund to the end of day takings report.
- This will take you back to "Job Details" screen. From here, press <Esc> twice and then <Enter> to exit from the job.
 | If you had to credit the invoice because of an error when invoicing, you will then need to recreate the workshop job in order to invoice the items out correctly again! |
See also
