Account credit
Account Credit
Main Page / Accounts / Account Credit
- Select the Accounts Tab. Select Invoicing / Account Credit.
- This screen lets you create a generic credit that can be applied directly to a customer.
- Type the Customer Number in and dynamic search will provide accounts to select. This is a required field.
- You can optionally add an aircraft with its registration using same dynamic search as you type.
- Select the Product Number from the dropdown options.
- Write a Description of the reason for the credit.
- Update the Quantity as needed.
- Enter the Unit Price Net as the monetary value of the credit, remembering that it will be multiplied by the Quantity.
- Select the Tax Code from the dropdown options.
- Select Save to complete the credit, ready for printing or emailing.
- The View Credit Note screen gives the option to save or print, as highlighted. Or select the Email tab, add an email address and send an attached copy of the invoice.
