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Showing articles from credit tag

How to record a credit against a supplier

If a customer wants to make pre-payment then a credit invoice can be created so that you can allocate this towards an invoice later down the track. 1. Click on the **'+'** icon located next to the main search bar in Workshop Software and select **'Supplier Invoice'** from the dropdown box. ![][1] 2. Search for the …

How to detach and/or void a credit

**Please note:** if you are _**voiding a credit**_, it will detach the credit from all attached invoices. You **_don't_** need to run the detaching process. This is also known as 'reversing a credit application. **_How do I detached a credit from invoices?_** 1. In the Customer invoices section of the customer's pr…

How do I detach and/or void a credit

_**PLEASE NOTE:** _If you are **_voiding a credit_**, it will detach the credit from all attached invoices. You **_don't_** need to run the detaching process. **_How Do I Detach A Credit From Invoices?_** 1) Open up the credit. _Click on image to enlarge_ ![][1] 2) Go to the "Credit Application" dropdown. _Click…

Applying a Supplier or Customer Credit

Please follow this guide on [how to create a credit][1] if you haven't done so already 1. Open the credit you would like to apply. 2. Press the **'Star'** button next to the Balance Due field. 3. Press **'Apply Credits'** from the drop down menu. ![][2] 4. This should take you to the credit application page. ![]…

How to apply a customer credit

**Please note:** Both the invoice and credit must be an "Account" Invoice type 1. Click on the ‘+’ icon at the top right of the page, and select **Customer Payment** from the dropdown menu: ![][1] 2. Search for the customer and double click to select: ![][2] 3. Next to **Available Credit, **select 'Apply'. ![][3…

How to create a credit for a supplier invoice

You may have instances where by you have ordered a product from a supplier that might be incorrect or no longer require. As a result the part will be returned to your Supplier and they are going to give you a credit amount (based on the value of the product) that you can then use towards future invoices with this supp…

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