Create Customer Credit Invoice

Explanation

Use this activity to create credit notes and credit invoices on customer order debit invoices and customer advance invoices, independent of the material returns. This can be useful when a price correction is needed or when the debit invoice was created with wrong data.
Additionally, credit notes can be created for customer order returns (RMA) after the return has been entered. This is performed in the Return Material Authorization window.

If a credit invoice exists, the total accumulated credit amount for the particular debit invoice is shown in the Credited Amount field. It is possible to create more than one credit invoice for the same order, and for more than the debited amount. If the order has been credited before, a message appears informing you about the credit along with the previously credited amount.

Prerequisites

A customer order debit invoice or a customer advance debit invoice in the Posted/Authorized status must exist.

You can create credit invoices with reference to a debit invoice, even after a correction invoice has been created for it, or when another credit invoice already exists. (Note that unlike from the RMA, it is not possible to create credit invoices with reference to corrective invoices from the Customer Invoice window).

System Effects

A credit invoice is created for exactly the same amount as the debit invoice. The status of the invoice is Preliminary.

If the credit invoice has a reference invoice, the Latest Delivery Date field on the Customer Invoice/General tab will display the latest delivery date of the reference invoice. A latest delivery date is not displayed, if there is no reference invoice or if the reference invoice itself has no latest delivery date.

If the original invoice is associated with a project, the credit invoice is also posted to the same project.

Window

Create Customer Credit Invoices
Customer Invoice

Related Window Descriptions

Create Customer Credit Invoices
Customer Invoice

Procedure

To create a credit invoice from the Create Customer Credit Invoices window:

  1. Populate or query for the appropriate customer order.
  2. Create a credit invoice by right-clicking and then clicking Create Credit Invoice.
  3. Click OK to create the credit invoice. To change the information in the credit invoice, use the Customer Invoice window.

To create a credit invoice from the Customer Invoice window:

  1. Populate or query for the appropriate customer invoice.
  2. Create a credit invoice by right-clicking and then clicking Create Credit Invoice.
  3. Click OK to create the credit invoice. To change information in the credit invoice, use the Customer Invoice window.