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Invoices that have a status of Selected for Payment or Paid can be adjusted by creating a credit memo.
To Create a Credit Memo:
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1. |
From the Invoice Search window, perform a search. |
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2. |
Highlight one or more of the invoices displayed. |
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3. |
Click Go To and select Invoice Notebook. |
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When the Invoice Notebook displays, click Actions and select Create Credit Memo. |
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TabWare creates a matching set of records with the quantities and money amounts showing negative values. The credit memo has an initial status of Incomplete. The Related Voucher field shows the voucher number that applies to the original invoice. |
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6. |
Adjust amounts as needed to reflect the new amount payable. |
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Optionally, upgrade the status of the credit memo. |
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Click OK. |