Information on how to credit a split invoice is shown below



TABLE OF CONTENTS


Go to this article for information on how to split an invoice


How to Credit a Split Invoice

 

Invoice 3186 -1 below is the invoice for the Cash Customer.

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Invoice 3186 -2 below is the invoice for Autosure (Insurance company).

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To credit the above invoice 

Find the invoice

  1.  From the Invoice Listing screen highlight Autosure’s invoice.

(ie. The invoice that has all the transactions including the access)

 

  1. Click on Credit Invoice button.

 

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Just check that the difference between Invoice column and Credit column is the Excess amount.


Issue the Credit - create a WIP Job

Click on the Issue Credit button.

If you are happy to go ahead with the credit, click on the Yes button.

Once you PASS this stage, there is no turning back



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The credit Job has been created but not invoiced.   


Split the credit Job

Now you have to split the credit just as you split the original Invoice. Click on the Split button.Graphical user interface, application, table

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Enter the customer details on the Second Invoice Customer field.

Enter the Excess amount.

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Your screen should look like the screen below.  Click on the close button.

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Invoice the Credit.  

Click on the Invoice button

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Untick the Record Receipt Now if this is ticked.   You can Print or Email.  Click on Invoice

Credit is invoiced and this process is now completed

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