How do I credit a workshop invoice?
From Catalyst
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 credit this transaction in part or all together.
 | If you are crediting the job as you need to recreate it you may find it helpful to temporarily save the job as a standard job. You can then load it into your new jobcard, saving time on re-entry of data, and then edit it to remove or change the pertinent details. |
To Credit the job:
- Go to " Workshop Workshop Diary".
- Press <Ctrl+F1> to search for the job.
- Click [Edit] once you have found the job.
Crediting the Workshop Job
- Select the [Invoice] tab.
- To credit all items press <F8>.
- To credit selected items tag the items by clicking into the left hand column and pressing <T> against the relevant rows. Press <F8>.
- If you are crediting the whole job you will be asked to confirm you wish to raise a credit for invoiced items on this job?. Click [Yes].
- If you have chosed to tag selected items you will be asked to confirm [Tagged] or [Untagged]. Select as appropriate.
- Enter your "Employee Code/Password" if prompted.
- The [Print Summary] screen shows the amount to be credited. If this figure is correct, then proceed as below else click [Cancel].
 | If you select [Cancel] all items that were to be credited will be added to the job as minus quantities and will be tagged. If you do not wish to proceed with the credit click [Remove] and select [Tagged]. |
- If you intend to refund the customer for monies paid, click the [Payment] check box else leave this blank and you will not be prompted to give a refund.
- Click [Print].
- If prompted, click [Print] from the [Service Information] window.
- If prompted select the method by which you are refunding the customer.
- Click the [Print receipt?] check box in the bottom left of the payment box if you wish to produce a receipt for the refund.
- Click [Post] and confirm you wish to give a refund.
- Check the credit note has printed and is correct before selecting [Reprint] if you wish to keep a copy, then clicking [Accept] to save the credit.
 | 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
