How do I credit a workshop invoice?
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Revision as of 11:03, 15 September 2008 by Chris Morrison (talk | contribs)
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Summary
This article will describe how to credit back a Workshop Invoice, once it has been completed.
Additional 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 already completed and invoiced Workshop job. To do this go to "Workshop Management" -> "Workshop Diary".Either search for a job using <Ctrl+F1> and click [Edit].
Crediting the Workshop Job
Once in the workshop "Job Properties" screen, 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!
- It is on this screen that that you will need to press <F8> to credit the invoice.
- A Screen 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, that 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" Screen 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 <arrow> key to the relevant item and then press <F2>.
- 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 back 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.
- A "Vehicle Information" screen prompt will appearing requesting various information about the vehicle. Fill in any information that is needed and then press <Esc>, and then click [Accept].
- If a Payment was taken on the Invoice initially then You will be presented with a Payments screen asking how the Payment would like to be returned back to the customer. Select the same payment method as how they initially paid and then click [Post].
- This will then send a Credit Invoice to the printer. Collect this Credit and make sure that it is correct and click [Accept] on the screen prompt asking "Do you want to accept or ignore the document, or reprint the document?".
- Another screen prompt will appear asking "Do you want to log the payment into the till?" click on [Yes] which will then log the credit to the end of day sales.
- This will then take you back to the "Job Details" screen, from here press <Esc> to return to the "Job Properties" screen from which you press <Esc> again.
 | If you had to credit the invoice due and error when invoicing you will then need to recreate the workshop job in order to invoice the items out correctly again! |
See also
