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Contents Page
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| Viewing the Credits |
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You can view the
credits on an account by selecting the Credit
folder in the left hand frame of the Account
Manager Screen.
The details of any credits applied to the
account will display in the bottom frame as
shown below. The credits can be sorted by
clicking on the column headers. |
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| Creating a Credit |
The Credit screen can be launched by clicking on the
NEW
button located at the top right hand side of the
Credits browse. You may leave this screen
at any time by clicking the "CANCEL" button.
The first setting you may define here is "Apply
To" where you will select the invoice you wish
to apply the credit to. Generally there
will be only one invoice.
By right clicking in the "Credit Code(?)"
box you will be able so select a system credit
code from the browse.
Enter the value of the credit in the "Credit
Amount" box. Minus values can also be
applied if required, however please not that
minus values increase the balance of the
account.
The following boxes
"Reference 1" and "Reference 2" are for you
to
enter reference details you may require for the
adjustment. |
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The date of the credit is defaulted to the
present date, however you can change this if
required. Just simply right click in the
"Credit Date (?)" box and select the date you
wish to apply to the credit.
If the date the credit was due is different
from the date the credit is being created you
can use this field to mark the date the credit
was due. Again right click in the "Credit
Due Date (?)" box and select the date you wish
to post.
The "Description" box can be used to enter a
small note on the credit.
Click on the "OK" button to save your changes. |
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| Updating / Deleting a
Credit |
You may update an
credit by double clicking on the credit displayed on the Account Manager Screen or by selecting
the credit and clicking on the "UPDATE" button located
below the "NEW" button. All fields highlighted
above are editable in the update mode. Click on
the "OK" button to save your changes.
Simply delete the credit by clicking on the "DELETE"
button. |
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Contents Page
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